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Physician Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Physician Wealth 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 		$19.7K Buy
513
+13
+3% +$496 ﹤0.01% 671
2026
Q1 		$20.1K Hold
500
– – ﹤0.01% 614
2025
Q4 		$19.2K Hold
500
– – ﹤0.01% 600
2025
Q3 		$19.9K Buy
+500
New +$19.1K ﹤0.01% 576

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Physician Wealth Advisors's WTRG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Essential Utilities (WTRG) stake by 2.6% in Q2 2026, buying an estimated $496 and bringing the position to 513 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Physician Wealth Advisors first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.1K in Q1 2026. 117 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Physician Wealth Advisors held 513 shares of Essential Utilities worth $19.7K as of Q2 2026.
  • Physician Wealth Advisors bought 13 Essential Utilities shares in Q2 2026, an estimated $496.
  • Essential Utilities made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #671 holding.
  • Physician Wealth Advisors first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Essential Utilities position peaked at $20.1K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.