RAG
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RIA Advisory Group’s Essential Utilities WTRG Stock Holding History

RIA Advisory Group’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 		$328K Sell
8,570
-25
-0.3% -$955 0.07% 115
2026
Q1 		$346K Sell
8,595
-367
-4% -$14.4K 0.08% 110
2025
Q4 		$344K Buy
+8,962
New +$353K 0.08% 109

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

RIA Advisory Group's WTRG Position: Q2 2026 in Review

RIA Advisory Group reduced its Essential Utilities (WTRG) stake by 0.29% in Q2 2026, selling an estimated $955 and leaving 8,570 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #115.

RIA Advisory Group first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • RIA Advisory Group held 8,570 shares of Essential Utilities worth $328K as of Q2 2026.
  • RIA Advisory Group sold 25 Essential Utilities shares in Q2 2026, an estimated $955.
  • Essential Utilities made up 0.07% of RIA Advisory Group's portfolio in Q2 2026, its #115 holding.
  • RIA Advisory Group first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • RIA Advisory Group's Essential Utilities position peaked at $346K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.