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PW Nova Financial Services’s Essential Utilities WTRG Stock Holding History

PW Nova Financial Services’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 		$967K Sell
25,252
-113
-0.4% -$4.32K 0.21% 97
2026
Q1 		$1.02M Buy
25,365
+1,470
+6% +$57.9K 0.26% 90
2025
Q4 		$924K Buy
+23,895
New +$940K 0.35% 53

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

PW Nova Financial Services's WTRG Position: Q2 2026 in Review

PW Nova Financial Services reduced its Essential Utilities (WTRG) stake by 0.45% in Q2 2026, selling an estimated $4.32K and leaving 25,252 shares worth $967K. The position accounts for 0.21% of the portfolio, ranked #97.

PW Nova Financial Services first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • PW Nova Financial Services held 25,252 shares of Essential Utilities worth $967K as of Q2 2026.
  • PW Nova Financial Services sold 113 Essential Utilities shares in Q2 2026, an estimated $4.32K.
  • Essential Utilities made up 0.21% of PW Nova Financial Services's portfolio in Q2 2026, its #97 holding.
  • PW Nova Financial Services first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • PW Nova Financial Services's Essential Utilities position peaked at $1.02M in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.