RTD Financial Advisors’s Essential Utilities WTRG Stock Holding History

RTD Financial Advisors’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	$272K	Hold	7,103	–	–	0.03%	116
2026 Q1	$286K	Hold	7,103	–	–	0.04%	106
2025 Q4	$272K	Hold	7,103	–	–	0.03%	107
2025 Q3	$283K	Hold	7,103	–	–	0.03%	100
2025 Q2	$264K	Sell	7,103 -147	-2%	-$5.73K	0.03%	97
2025 Q1	$287K	Buy	7,250 +147	+2%	+$5.4K	0.04%	102
2024 Q4	$258K	Hold	7,103	–	–	0.03%	108
2024 Q3	$274K	Hold	7,103	–	–	0.03%	105
2024 Q2	$265K	Hold	7,103	–	–	0.04%	102
2024 Q1	$263K	Hold	7,103	–	–	0.04%	95
2023 Q4	$265K	Hold	7,103	–	–	0.04%	95
2023 Q3	$244K	Hold	7,103	–	–	0.04%	96
2023 Q2	$283K	Hold	7,103	–	–	0.04%	94
2023 Q1	$310K	Hold	7,103	–	–	0.05%	87
2022 Q4	$339K	Hold	7,103	–	–	0.06%	83
2022 Q3	$294K	Sell	7,103 -2,000	-22%	-$96.9K	0.05%	82
2022 Q2	$417K	Hold	9,103	–	–	0.06%	83
2022 Q1	$465K	Hold	9,103	–	–	0.06%	82
2021 Q4	$488K	Buy	+9,103	New	+$442K	0.06%	83

Other funds holding WTRG

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

RTD Financial Advisors's WTRG Position: Q2 2026 in Review

RTD Financial Advisors held its Essential Utilities (WTRG) position steady in Q2 2026 at 7,103 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #116.

RTD Financial Advisors first reported a position in WTRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $488K in Q4 2021. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

RTD Financial Advisors held 7,103 shares of Essential Utilities worth $272K as of Q2 2026.
RTD Financial Advisors left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.03% of RTD Financial Advisors's portfolio in Q2 2026, its #116 holding.
RTD Financial Advisors first reported a position in Essential Utilities in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's Essential Utilities position peaked at $488K in Q4 2021.
256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.