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Rakuten Securities’s Essential Utilities WTRG Stock Holding History

Rakuten Securities’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 		$115 Sell
3
-11
-79% -$420 ﹤0.01% 853
2026
Q1 		$564 Buy
14
+12
+600% +$472 ﹤0.01% 732
2025
Q4 		$77 Hold
2
– – ﹤0.01% 861
2025
Q3 		$80 Hold
2
– – ﹤0.01% 875
2025
Q2 		$74 Buy
2
+1
+100% +$39 ﹤0.01% 809
2025
Q1 		$40 Sell
1
-2
-67% -$73 ﹤0.01% 815
2024
Q4 		$109 Buy
3
+1
+50% +$39 ﹤0.01% 730
2024
Q3 		$77 Sell
2
-1
-33% -$39 ﹤0.01% 695
2024
Q2 		$112 Hold
3
– – ﹤0.01% 671
2024
Q1 		$111 Hold
3
– – ﹤0.01% 675
2023
Q4 		$112 Buy
+3
New +$105 ﹤0.01% 579

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

Rakuten Securities's WTRG Position: Q2 2026 in Review

Rakuten Securities reduced its Essential Utilities (WTRG) stake by 79% in Q2 2026, selling an estimated $420 and leaving 3 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Rakuten Securities first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $564 in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Rakuten Securities held 3 shares of Essential Utilities worth $115 as of Q2 2026.
  • Rakuten Securities sold 11 Essential Utilities shares in Q2 2026, an estimated $420.
  • Essential Utilities made up ﹤0.01% of Rakuten Securities's portfolio in Q2 2026, its #853 holding.
  • Rakuten Securities first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Essential Utilities position peaked at $564 in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.