RI
WTRG icon

Ridgewood Investments’s Essential Utilities WTRG Stock Holding History

Ridgewood Investments’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
Q3 		$972K Buy
24,790
+3,870
+18% +$155K 0.36% 85
2026
Q2 		$801K Buy
20,920
+10,254
+96% +$392K 0.3% 112
2026
Q1 		$430K Buy
+10,666
New +$420K 0.18% 149
2025
Q1 		– Sell
-63
Closed -$2.29K – 751
2024
Q4 		$2.29K Hold
63
– – ﹤0.01% 640
2024
Q3 		$2.43K Hold
63
– – ﹤0.01% 649
2024
Q2 		$2.35K Buy
+63
New +$2.34K ﹤0.01% 658
2023
Q3 		– Sell
-63
Closed -$2.51K – 787
2023
Q2 		$2.51K Hold
63
– – ﹤0.01% 672
2023
Q1 		$2.75K Buy
+63
New +$2.84K ﹤0.01% 663

Other funds holding WTRG

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Ridgewood Investments's WTRG Position: Q3 2026 in Review

Ridgewood Investments increased its Essential Utilities (WTRG) stake by 18% in Q3 2026, buying an estimated $155K and bringing the position to 24,790 shares worth $972K. The position accounts for 0.36% of the portfolio, ranked #85.

Ridgewood Investments first reported a position in WTRG in Q1 2023 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Ridgewood Investments held 24,790 shares of Essential Utilities worth $972K as of Q3 2026.
  • Ridgewood Investments bought 3,870 Essential Utilities shares in Q3 2026, an estimated $155K.
  • Essential Utilities made up 0.36% of Ridgewood Investments's portfolio in Q3 2026, its #85 holding.
  • Ridgewood Investments first reported a position in Essential Utilities in Q1 2023 and has held it in 8 quarters since.
  • 30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.