PWMG
WTRG icon

Prestige Wealth Management Group’s Essential Utilities WTRG Stock Holding History

Prestige Wealth Management Group’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 		$575 Buy
15
+9
+150% +$344 ﹤0.01% 1009
2026
Q1 		$242 Buy
+6
New +$236 ﹤0.01% 1060
2021
Q1 		– Sell
-7
Closed – – 1049
2020
Q4 		$0 Buy
+7
New +$311 ﹤0.01% 1051
2019
Q1 		– Sell
-13
Closed – – 1154
2018
Q4 		$0 Buy
+13
New +$451 ﹤0.01% 1297

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

Prestige Wealth Management Group's WTRG Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Essential Utilities (WTRG) stake by 150% in Q2 2026, buying an estimated $344 and bringing the position to 15 shares worth $575. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Prestige Wealth Management Group first reported a position in WTRG in Q4 2018 and has held it in 4 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Prestige Wealth Management Group held 15 shares of Essential Utilities worth $575 as of Q2 2026.
  • Prestige Wealth Management Group bought 9 Essential Utilities shares in Q2 2026, an estimated $344.
  • Essential Utilities made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1009 holding.
  • Prestige Wealth Management Group first reported a position in Essential Utilities in Q4 2018 and has held it in 4 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.