SS
WTRG icon

SBI Securities’s Essential Utilities WTRG Stock Holding History

SBI Securities’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 		$8.7K Sell
227
-80
-26% -$3.06K ﹤0.01% 1909
2026
Q1 		$12.4K Sell
307
-249
-45% -$9.8K ﹤0.01% 1636
2025
Q4 		$21.4K Buy
556
+223
+67% +$8.78K ﹤0.01% 1418
2025
Q3 		$13.3K Sell
333
-24
-7% -$915 ﹤0.01% 1631
2025
Q2 		$13.3K Sell
357
-14
-4% -$545 ﹤0.01% 1583
2025
Q1 		$14.7K Buy
371
+38
+11% +$1.4K ﹤0.01% 1447
2024
Q4 		$12.1K Buy
+333
New +$12.9K ﹤0.01% 1561

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
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 $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

SBI Securities's WTRG Position: Q2 2026 in Review

SBI Securities reduced its Essential Utilities (WTRG) stake by 26% in Q2 2026, selling an estimated $3.06K and leaving 227 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

SBI Securities first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.4K in Q4 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • SBI Securities held 227 shares of Essential Utilities worth $8.7K as of Q2 2026.
  • SBI Securities sold 80 Essential Utilities shares in Q2 2026, an estimated $3.06K.
  • Essential Utilities made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1909 holding.
  • SBI Securities first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Essential Utilities position peaked at $21.4K in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.