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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Resurgent Financial Advisors's WTRG Position: Q1 2026 in Review

Resurgent Financial Advisors held its Essential Utilities (WTRG) position steady in Q1 2026 at 14,413 shares worth $580K. The position accounts for 0.21% of the portfolio, ranked #119.

Resurgent Financial Advisors first reported a position in WTRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $774K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Resurgent Financial Advisors held 14,413 shares of Essential Utilities worth $580K as of Q1 2026.
  • Resurgent Financial Advisors left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up 0.21% of Resurgent Financial Advisors's portfolio in Q1 2026, its #119 holding.
  • Resurgent Financial Advisors first reported a position in Essential Utilities in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Essential Utilities position peaked at $774K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.