Pinnacle Wealth Planning Services
WTRG icon

Pinnacle Wealth Planning Services’s Essential Utilities WTRG Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$10.3K Sell
264
-26
-9% -$1.04K ﹤0.01% 2070
2026
Q2 		$11.1K Buy
290
+35
+14% +$1.34K ﹤0.01% 2026
2026
Q1 		$10.3K Hold
255
– – ﹤0.01% 1987
2025
Q4 		$9.8K Buy
+255
New +$10K ﹤0.01% 2021
2021
Q1 		– Sell
-94
Closed -$4K – 1972
2020
Q4 		$4K Buy
+94
New +$4.18K ﹤0.01% 1765

Other funds holding WTRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's WTRG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Essential Utilities (WTRG) stake by 9% in Q3 2026, selling an estimated $1.04K and leaving 264 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Pinnacle Wealth Planning Services first reported a position in WTRG in Q4 2020 and has held it in 5 quarters since. The position peaked at $11.1K in Q2 2026. 490 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 264 shares of Essential Utilities worth $10.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 26 Essential Utilities shares in Q3 2026, an estimated $1.04K.
  • Essential Utilities made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2070 holding.
  • Pinnacle Wealth Planning Services first reported a position in Essential Utilities in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Essential Utilities position peaked at $11.1K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.