Ogorek Anthony Joseph’s Essential Utilities WTRG Stock Holding History

Ogorek Anthony Joseph’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	$1K	Hold	33	–	–	﹤0.01%	631
2026 Q1	$1K	Hold	33	–	–	﹤0.01%	627
2025 Q4	$1K	Hold	33	–	–	﹤0.01%	626
2025 Q3	$1K	Hold	33	–	–	﹤0.01%	636
2025 Q2	$1K	Hold	33	–	–	﹤0.01%	614
2025 Q1	$1K	Buy	+33	New	+$1.21K	﹤0.01%	619
2020 Q3	–	Sell	-125	Closed	-$5K	–	209
2020 Q2	$5K	Hold	125	–	–	﹤0.01%	164
2020 Q1	$5K	Hold	125	–	–	﹤0.01%	163
2019 Q4	$5K	Hold	125	–	–	﹤0.01%	176
2019 Q3	$5K	Hold	125	–	–	﹤0.01%	137
2019 Q2	$5K	Hold	125	–	–	﹤0.01%	137
2019 Q1	$4K	Hold	125	–	–	﹤0.01%	140
2018 Q4	$4K	Hold	125	–	–	﹤0.01%	138
2018 Q3	$4K	Buy	+125	New	+$4.62K	﹤0.01%	140

Other funds holding WTRG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Ogorek Anthony Joseph's WTRG Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Essential Utilities (WTRG) position steady in Q2 2026 at 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Ogorek Anthony Joseph first reported a position in WTRG in Q3 2018 and has held it in 14 quarters since. The position peaked at $5K in Q2 2020. 701 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Ogorek Anthony Joseph held 33 shares of Essential Utilities worth $1K as of Q2 2026.
Ogorek Anthony Joseph left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #631 holding.
Ogorek Anthony Joseph first reported a position in Essential Utilities in Q3 2018 and has held it in 14 quarters since.
Ogorek Anthony Joseph's Essential Utilities position peaked at $5K in Q2 2020.
701 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.