Resurgent Financial Advisors’s Essential Utilities WTRG Stock Holding History

Resurgent Financial Advisors’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	$552K	Hold	14,413	–	–	0.15%	146
2026 Q1	$580K	Hold	14,413	–	–	0.21%	119
2025 Q4	$553K	Hold	14,413	–	–	0.28%	106
2025 Q3	$575K	Hold	14,413	–	–	0.28%	106
2025 Q2	$535K	Hold	14,413	–	–	0.29%	99
2025 Q1	$570K	Hold	14,413	–	–	0.34%	82
2024 Q4	$523K	Hold	14,413	–	–	0.31%	96
2024 Q3	$556K	Hold	14,413	–	–	0.33%	87
2024 Q2	$538K	Hold	14,413	–	–	0.33%	89
2024 Q1	$534K	Hold	14,413	–	–	0.28%	101
2023 Q4	$538K	Hold	14,413	–	–	0.33%	77
2023 Q3	$495K	Hold	14,413	–	–	0.34%	79
2023 Q2	$575K	Hold	14,413	–	–	0.38%	68
2023 Q1	$629K	Sell	14,413 -130	-0.9%	-$5.86K	0.42%	60
2022 Q4	$694K	Sell	14,543 -89	-0.6%	-$4.03K	0.37%	64
2022 Q3	$605K	Hold	14,632	–	–	0.4%	74
2022 Q2	$671K	Sell	14,632 -2	-0%	-$93	0.43%	66
2022 Q1	$748K	Buy	14,634 +221	+2%	+$10.7K	0.46%	60
2021 Q4	$774K	Buy	+14,413	New	+$700K	0.62%	46

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

Resurgent Financial Advisors's WTRG Position: Q2 2026 in Review

Resurgent Financial Advisors held its Essential Utilities (WTRG) position steady in Q2 2026 at 14,413 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #146.

Resurgent Financial Advisors first reported a position in WTRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $774K in Q4 2021. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Resurgent Financial Advisors held 14,413 shares of Essential Utilities worth $552K as of Q2 2026.
Resurgent Financial Advisors left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.15% of Resurgent Financial Advisors's portfolio in Q2 2026, its #146 holding.
Resurgent Financial Advisors first reported a position in Essential Utilities in Q4 2021 and has held it in 19 quarters since.
Resurgent Financial Advisors's Essential Utilities position peaked at $774K in Q4 2021.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.