Plante Moran Financial Advisors’s Essential Utilities WTRG Stock Holding History

Plante Moran Financial 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	$77	Buy	+2	New	+$76	﹤0.01%	1561

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Plante Moran Financial Advisors's WTRG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Essential Utilities (WTRG) in Q2 2026: 2 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings.

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

Plante Moran Financial Advisors held 2 shares of Essential Utilities worth $77 as of Q2 2026.
Essential Utilities was a new Plante Moran Financial Advisors position in Q2 2026.
Essential Utilities made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1561 holding.
389 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.