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S Harris Financial Group’s Essential Utilities WTRG Stock Holding History

S Harris Financial 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 		$252K Hold
6,586
– – 0.2% 94
2026
Q1 		$265K Hold
6,586
– – 0.24% 75
2025
Q4 		$253K Buy
+6,586
New +$259K 0.24% 72

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

S Harris Financial Group's WTRG Position: Q2 2026 in Review

S Harris Financial Group held its Essential Utilities (WTRG) position steady in Q2 2026 at 6,586 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #94.

S Harris Financial Group first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • S Harris Financial Group held 6,586 shares of Essential Utilities worth $252K as of Q2 2026.
  • S Harris Financial Group left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.2% of S Harris Financial Group's portfolio in Q2 2026, its #94 holding.
  • S Harris Financial Group first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Essential Utilities position peaked at $265K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.