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Planning Strategies’s Essential Utilities WTRG Stock Holding History

Planning Strategies’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 		$460 Buy
+12
New +$458 ﹤0.01% 873

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 $413B AUM 44.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Planning Strategies's WTRG Position: Q2 2026 in Review

Planning Strategies opened a new position in Essential Utilities (WTRG) in Q2 2026: 12 shares worth $460. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings.

660 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Planning Strategies held 12 shares of Essential Utilities worth $460 as of Q2 2026.
  • Essential Utilities was a new Planning Strategies position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #873 holding.
  • 660 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.