Princeton Global Asset Management’s Essential Utilities WTRG Stock Holding History

Princeton Global Asset Management’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	$27K	Hold	705	–	–	﹤0.01%	441
2026 Q1	$28.4K	Hold	705	–	–	﹤0.01%	433
2025 Q4	$27K	Hold	705	–	–	﹤0.01%	438
2025 Q3	$28.1K	Hold	705	–	–	﹤0.01%	401
2025 Q2	$26.2K	Hold	705	–	–	﹤0.01%	397
2025 Q1	$27.9K	Hold	705	–	–	0.01%	365
2024 Q4	$25.6K	Hold	705	–	–	﹤0.01%	390
2024 Q3	$27.2K	Hold	705	–	–	0.01%	382
2024 Q2	$26.3K	Hold	705	–	–	0.01%	363
2024 Q1	$26.1K	Hold	705	–	–	0.01%	336
2023 Q4	$26.3K	Hold	705	–	–	0.01%	328
2023 Q3	$24.2K	Hold	705	–	–	0.01%	316
2023 Q2	$28.1K	Hold	705	–	–	0.01%	309
2023 Q1	$30.8K	Hold	705	–	–	0.01%	306
2022 Q4	$34K	Hold	705	–	–	0.01%	273
2022 Q3	$29K	Hold	705	–	–	0.01%	284
2022 Q2	$32K	Hold	705	–	–	0.01%	288
2022 Q1	$36K	Hold	705	–	–	0.01%	297
2021 Q4	$38K	Hold	705	–	–	0.01%	283
2021 Q3	$32K	Buy	705 +30	+4%	+$1.45K	0.01%	298
2021 Q2	$31K	Hold	675	–	–	0.01%	300
2021 Q1	$30K	Hold	675	–	–	0.01%	289
2020 Q4	$32K	Hold	675	–	–	0.01%	280
2020 Q3	$27K	Hold	675	–	–	0.01%	266
2020 Q2	$28K	Hold	675	–	–	0.01%	309
2020 Q1	$27K	Hold	675	–	–	0.01%	281
2019 Q4	$32	Sell	675 -443	-40%	-$20K	0.01%	283
2019 Q3	$51K	Buy	1,118 +675	+152%	+$29K	0.03%	208
2019 Q2	$18K	Hold	443	–	–	0.01%	294
2019 Q1	$16K	Buy	+443	New	+$15.6K	0.01%	270

Other funds holding WTRG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Princeton Global Asset Management's WTRG Position: Q2 2026 in Review

Princeton Global Asset Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 705 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Princeton Global Asset Management first reported a position in WTRG in Q1 2019 and has held it in 30 quarters since. The position peaked at $51K in Q3 2019. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Princeton Global Asset Management held 705 shares of Essential Utilities worth $27K as of Q2 2026.
Princeton Global Asset Management left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #441 holding.
Princeton Global Asset Management first reported a position in Essential Utilities in Q1 2019 and has held it in 30 quarters since.
Princeton Global Asset Management's Essential Utilities position peaked at $51K in Q3 2019.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.