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Principia Wealth Advisory’s Essential Utilities WTRG Stock Holding History

Principia Wealth Advisory’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 		$536 Sell
14
-14
-50% -$535 ﹤0.01% 879
2026
Q1 		$1.13K Hold
28
– – ﹤0.01% 676
2025
Q4 		$1.07K Buy
28
+1
+4% +$39 ﹤0.01% 646
2025
Q3 		$1.08K Sell
27
-19
-41% -$724 ﹤0.01% 621
2025
Q2 		$1.71K Buy
46
+26
+130% +$1.01K ﹤0.01% 421
2025
Q1 		$755 Buy
20
+19
+1,900% +$698 ﹤0.01% 465
2024
Q4 		$36 Buy
+1
New +$39 ﹤0.01% 772

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

Principia Wealth Advisory's WTRG Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Essential Utilities (WTRG) stake by 50% in Q2 2026, selling an estimated $535 and leaving 14 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Principia Wealth Advisory first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71K in Q2 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Principia Wealth Advisory held 14 shares of Essential Utilities worth $536 as of Q2 2026.
  • Principia Wealth Advisory sold 14 Essential Utilities shares in Q2 2026, an estimated $535.
  • Essential Utilities made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #879 holding.
  • Principia Wealth Advisory first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Essential Utilities position peaked at $1.71K in Q2 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.