PWM
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PTM Wealth Management’s Essential Utilities WTRG Stock Holding History

PTM Wealth 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 		$264K Buy
6,659
+161
+2% +$6.15K 0.12% 52
2026
Q1 		$266K Buy
6,498
+55
+0.9% +$2.17K 0.14% 48
2025
Q4 		$243K Buy
6,443
+56
+0.9% +$2.2K 0.14% 52
2025
Q3 		$256K Buy
6,387
+54
+0.9% +$2.06K 0.15% 47
2025
Q2 		$233K Buy
6,333
+54
+0.9% +$2.1K 0.15% 44
2025
Q1 		$236K Buy
+6,279
New +$231K 0.25% 37

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

PTM Wealth Management's WTRG Position: Q2 2026 in Review

PTM Wealth Management increased its Essential Utilities (WTRG) stake by 2.5% in Q2 2026, buying an estimated $6.15K and bringing the position to 6,659 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #52.

PTM Wealth Management first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $266K in Q1 2026. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • PTM Wealth Management held 6,659 shares of Essential Utilities worth $264K as of Q2 2026.
  • PTM Wealth Management bought 161 Essential Utilities shares in Q2 2026, an estimated $6.15K.
  • Essential Utilities made up 0.12% of PTM Wealth Management's portfolio in Q2 2026, its #52 holding.
  • PTM Wealth Management first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • PTM Wealth Management's Essential Utilities position peaked at $266K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.