PWMG
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Private Wealth Management Group’s Essential Utilities WTRG Stock Holding History

Private 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 		$8.89K Hold
232
– – ﹤0.01% 616
2026
Q1 		$9.34K Sell
232
-10
-4% -$394 ﹤0.01% 547
2025
Q4 		$9.28K Hold
242
– – ﹤0.01% 530
2025
Q3 		$9.66K Hold
242
– – ﹤0.01% 520
2025
Q2 		$8.99K Hold
242
– – ﹤0.01% 524
2025
Q1 		$9.57K Sell
242
-3
-1% -$110 ﹤0.01% 486
2024
Q4 		$8.9K Buy
245
+2
+0.8% +$78 ﹤0.01% 515
2024
Q3 		$9.37K Buy
243
+1
+0.4% +$39 ﹤0.01% 474
2024
Q2 		$9.03K Hold
242
– – ﹤0.01% 470
2024
Q1 		$8.97K Hold
242
– – ﹤0.01% 439
2023
Q4 		$9.04K Buy
+242
New +$8.45K ﹤0.01% 430

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

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

Private Wealth Management Group held its Essential Utilities (WTRG) position steady in Q2 2026 at 232 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Private Wealth Management Group first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.66K in Q3 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Private Wealth Management Group held 232 shares of Essential Utilities worth $8.89K as of Q2 2026.
  • Private Wealth Management Group left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #616 holding.
  • Private Wealth Management Group first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Essential Utilities position peaked at $9.66K in Q3 2025.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.