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Root Financial Partners’s Essential Utilities WTRG Stock Holding History

Root Financial Partners’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 		– Sell
-1,030
Closed -$41.5K – 3204
2026
Q1 		$41.5K Buy
1,030
+542
+111% +$21.3K ﹤0.01% 960
2025
Q4 		$18.7K Buy
488
+20
+4% +$787 ﹤0.01% 1217
2025
Q3 		$18.7K Buy
+468
New +$17.8K ﹤0.01% 1155

Other funds holding WTRG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Root Financial Partners's WTRG Position: Q2 2026 in Review

Root Financial Partners sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 1,030 shares — an estimated $41.5K sold.

Root Financial Partners first reported a position in WTRG in Q3 2025 and held it in 3 quarters. The position peaked at $41.5K in Q1 2026. 225 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Root Financial Partners reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,030 Essential Utilities shares in Q2 2026, an estimated $41.5K.
  • Root Financial Partners first reported a position in Essential Utilities in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Essential Utilities position peaked at $41.5K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.