Pinnacle Bancorp’s Essential Utilities WTRG Stock Holding History

Pinnacle Bancorp’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	$16.2K	Hold	423	–	–	﹤0.01%	665
2026 Q1	$17K	Hold	423	–	–	0.01%	626
2025 Q4	$16.2K	Hold	423	–	–	﹤0.01%	621
2025 Q3	$16.9K	Hold	423	–	–	0.01%	645
2025 Q2	$15.7K	Hold	423	–	–	﹤0.01%	645
2025 Q1	$16.7K	Hold	423	–	–	0.01%	615
2024 Q4	$15.4K	Hold	423	–	–	0.01%	625
2024 Q3	$16.3K	Hold	423	–	–	﹤0.01%	611
2024 Q2	$15.8K	Hold	423	–	–	﹤0.01%	597
2024 Q1	$15.7K	Hold	423	–	–	﹤0.01%	588
2023 Q4	$15.8K	Hold	423	–	–	0.01%	570
2023 Q3	$14.5K	Hold	423	–	–	0.01%	552
2023 Q2	$16.9K	Hold	423	–	–	0.01%	519
2023 Q1	$18.5K	Hold	423	–	–	0.01%	511
2022 Q4	$20K	Hold	423	–	–	0.01%	474
2022 Q3	$18K	Hold	423	–	–	0.01%	474
2022 Q2	$19K	Hold	423	–	–	0.01%	463
2022 Q1	$22K	Hold	423	–	–	0.01%	454
2021 Q4	$23K	Hold	423	–	–	0.01%	463
2021 Q3	$19K	Hold	423	–	–	0.01%	494
2021 Q2	$19K	Hold	423	–	–	0.01%	503
2021 Q1	$19K	Hold	423	–	–	0.01%	504
2020 Q4	$20K	Hold	423	–	–	0.01%	463
2020 Q3	$17K	Buy	+423	New	+$18.2K	0.01%	462
2020 Q1	–	Sell	-423	Closed	-$20K	–	698
2019 Q4	$20K	Hold	423	–	–	0.01%	439
2019 Q3	$19K	Hold	423	–	–	0.01%	457
2019 Q2	$17K	Hold	423	–	–	0.01%	468
2019 Q1	$15K	Hold	423	–	–	0.01%	481
2018 Q4	$14K	Buy	+423	New	+$14.7K	0.01%	488
2017 Q1	$14K	Buy	+423	New	+$13K	0.01%	459

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

Pinnacle Bancorp's WTRG Position: Q2 2026 in Review

Pinnacle Bancorp held its Essential Utilities (WTRG) position steady in Q2 2026 at 423 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Pinnacle Bancorp first reported a position in WTRG in Q1 2017 and has held it in 30 quarters since. The position peaked at $23K in Q4 2021. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Pinnacle Bancorp held 423 shares of Essential Utilities worth $16.2K as of Q2 2026.
Pinnacle Bancorp left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #665 holding.
Pinnacle Bancorp first reported a position in Essential Utilities in Q1 2017 and has held it in 30 quarters since.
Pinnacle Bancorp's Essential Utilities position peaked at $23K in Q4 2021.
699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.