New England Capital Financial Advisors’s Essential Utilities WTRG Stock Holding History

New England Capital Financial Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.01K	Hold	157	–	–	﹤0.01%	304
2026 Q1	$6.32K	Hold	157	–	–	﹤0.01%	295
2025 Q4	$6.02K	Hold	157	–	–	﹤0.01%	303
2025 Q3	$6.26K	Hold	157	–	–	﹤0.01%	297
2025 Q2	$5.83K	Hold	157	–	–	﹤0.01%	292
2025 Q1	$6.21K	Hold	157	–	–	﹤0.01%	267
2024 Q4	$5.7K	Hold	157	–	–	﹤0.01%	269
2024 Q3	$6.06K	Hold	157	–	–	﹤0.01%	261
2024 Q2	$5.86K	Hold	157	–	–	﹤0.01%	258
2024 Q1	$5.82K	Hold	157	–	–	﹤0.01%	256
2023 Q4	$5.86K	Sell	157 -9	-5%	-$314	﹤0.01%	265
2023 Q3	$5.7K	Buy	+166	New	+$6.43K	﹤0.01%	261

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New England Capital Financial Advisors's WTRG Position: Q2 2026 in Review

New England Capital Financial Advisors held its Essential Utilities (WTRG) position steady in Q2 2026 at 157 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

New England Capital Financial Advisors first reported a position in WTRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.32K in Q1 2026. 489 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

New England Capital Financial Advisors held 157 shares of Essential Utilities worth $6.01K as of Q2 2026.
New England Capital Financial Advisors left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #304 holding.
New England Capital Financial Advisors first reported a position in Essential Utilities in Q3 2023 and has held it in 12 quarters since.
New England Capital Financial Advisors's Essential Utilities position peaked at $6.32K in Q1 2026.
489 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.