Ritter Daniher Financial Advisory’s Essential Utilities WTRG Stock Holding History

Ritter Daniher Financial Advisory’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	$32.2K	Buy	842 +8	+1%	+$305	﹤0.01%	316
2026 Q1	$33.6K	Buy	834 +7	+0.8%	+$276	0.01%	307
2025 Q4	$31.7K	Buy	827 +760	+1,134%	+$29.9K	0.01%	314
2025 Q3	$2.67K	Buy	+67	New	+$2.55K	﹤0.01%	423
2023 Q3	–	Sell	-500	Closed	-$20K	–	386
2023 Q2	$20K	Hold	500	–	–	0.01%	181
2023 Q1	$21.8K	Hold	500	–	–	0.01%	175
2022 Q4	$23.9K	Hold	500	–	–	0.01%	181
2022 Q3	$21K	Hold	500	–	–	0.02%	149
2022 Q2	$23K	Hold	500	–	–	0.02%	139
2022 Q1	$26K	Hold	500	–	–	0.02%	133
2021 Q4	$27K	Hold	500	–	–	0.02%	132
2021 Q3	$23K	Hold	500	–	–	0.02%	135
2021 Q2	$23K	Hold	500	–	–	0.02%	127
2021 Q1	$22K	Buy	+500	New	+$22.6K	0.02%	121

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 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

Ritter Daniher Financial Advisory's WTRG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Essential Utilities (WTRG) stake by 0.96% in Q2 2026, buying an estimated $305 and bringing the position to 842 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Ritter Daniher Financial Advisory first reported a position in WTRG in Q1 2021 and has held it in 14 quarters since. The position peaked at $33.6K in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Ritter Daniher Financial Advisory held 842 shares of Essential Utilities worth $32.2K as of Q2 2026.
Ritter Daniher Financial Advisory bought 8 Essential Utilities shares in Q2 2026, an estimated $305.
Essential Utilities made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #316 holding.
Ritter Daniher Financial Advisory first reported a position in Essential Utilities in Q1 2021 and has held it in 14 quarters since.
Ritter Daniher Financial Advisory's Essential Utilities position peaked at $33.6K in Q1 2026.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.