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Retirement Wealth Solutions’s Essential Utilities WTRG Stock Holding History

Retirement Wealth Solutions’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 		$4.21K Sell
110
-19
-15% -$725 ﹤0.01% 383
2026
Q1 		$5.2K Buy
129
+53
+70% +$2.09K ﹤0.01% 313
2025
Q4 		$2.92K Sell
76
-12
-14% -$472 ﹤0.01% 396
2025
Q3 		$3.51K Buy
+88
New +$3.35K ﹤0.01% 365

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

Retirement Wealth Solutions's WTRG Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Essential Utilities (WTRG) stake by 15% in Q2 2026, selling an estimated $725 and leaving 110 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Retirement Wealth Solutions first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.2K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Retirement Wealth Solutions held 110 shares of Essential Utilities worth $4.21K as of Q2 2026.
  • Retirement Wealth Solutions sold 19 Essential Utilities shares in Q2 2026, an estimated $725.
  • Essential Utilities made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #383 holding.
  • Retirement Wealth Solutions first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Essential Utilities position peaked at $5.2K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.