PWPS
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
Q2 		$11.1K Buy
290
+35
+14% +$1.34K ﹤0.01% 2026
2026
Q1 		$10.3K Hold
255
– – ﹤0.01% 1987
2025
Q4 		$9.78K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's WTRG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Essential Utilities (WTRG) stake by 14% in Q2 2026, buying an estimated $1.34K and bringing the position to 290 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Pinnacle Wealth Planning Services first reported a position in WTRG in Q4 2020 and has held it in 4 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 290 shares of Essential Utilities worth $11.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 35 Essential Utilities shares in Q2 2026, an estimated $1.34K.
  • Essential Utilities made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2026 holding.
  • Pinnacle Wealth Planning Services first reported a position in Essential Utilities in Q4 2020 and has held it in 4 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.