Red Door Wealth Management’s Essential Utilities WTRG Stock Holding History

Red Door 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	$518K	Hold	13,523	–	–	0.05%	185
2026 Q1	$545K	Sell	13,523 -14	-0.1%	-$551	0.06%	161
2025 Q4	$519K	Buy	13,537 +14	+0.1%	+$551	0.05%	156
2025 Q3	$540K	Hold	13,523	–	–	0.06%	157
2025 Q2	$502K	Hold	13,523	–	–	0.06%	158
2025 Q1	$535K	Hold	13,523	–	–	0.08%	131
2024 Q4	$491K	Buy	+13,523	New	+$525K	0.08%	135
2021 Q3	–	Sell	-375	Closed	-$17K	–	616
2021 Q2	$17K	Buy	+375	New	+$17.6K	0.01%	384
2020 Q3	–	Sell	-375	Closed	-$15K	–	435
2020 Q2	$15K	Hold	375	–	–	0.01%	284
2020 Q1	$15K	Buy	+375	New	+$17.7K	0.01%	256

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Red Door Wealth Management's WTRG Position: Q2 2026 in Review

Red Door Wealth Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 13,523 shares worth $518K. The position accounts for 0.05% of the portfolio, ranked #185.

Red Door Wealth Management first reported a position in WTRG in Q1 2020 and has held it in 10 quarters since. The position peaked at $545K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Red Door Wealth Management held 13,523 shares of Essential Utilities worth $518K as of Q2 2026.
Red Door Wealth Management left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #185 holding.
Red Door Wealth Management first reported a position in Essential Utilities in Q1 2020 and has held it in 10 quarters since.
Red Door Wealth Management's Essential Utilities position peaked at $545K in Q1 2026.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.