SAM
WTRG icon

Secure Asset Management’s Essential Utilities WTRG Stock Holding History

Secure Asset Management’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 		$2.24M Buy
58,348
+5,210
+10% +$199K 0.31% 87
2026
Q1 		$2.14M Buy
53,138
+2,854
+6% +$112K 0.34% 79
2025
Q4 		$1.93M Buy
50,284
+1,437
+3% +$56.5K 0.3% 89
2025
Q3 		$1.9M Buy
48,847
+14,384
+42% +$548K 0.31% 87
2025
Q2 		$1.28M Sell
34,463
-17,999
-34% -$701K 0.24% 108
2025
Q1 		$2.07M Buy
52,462
+7,130
+16% +$262K 0.42% 75
2024
Q4 		$1.65M Buy
45,332
+4,920
+12% +$191K 0.25% 98
2024
Q3 		$1.56M Buy
40,412
+2,157
+6% +$84.8K 0.26% 99
2024
Q2 		$1.43M Buy
38,255
+1,248
+3% +$46.3K 0.27% 90
2024
Q1 		$1.37M Buy
37,007
+2,065
+6% +$74.9K 0.32% 85
2023
Q4 		$1.31M Buy
+34,942
New +$1.22M 0.35% 69

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

Secure Asset Management's WTRG Position: Q2 2026 in Review

Secure Asset Management increased its Essential Utilities (WTRG) stake by 9.8% in Q2 2026, buying an estimated $199K and bringing the position to 58,348 shares worth $2.24M. The position accounts for 0.31% of the portfolio, ranked #87.

Secure Asset Management first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Secure Asset Management held 58,348 shares of Essential Utilities worth $2.24M as of Q2 2026.
  • Secure Asset Management bought 5,210 Essential Utilities shares in Q2 2026, an estimated $199K.
  • Essential Utilities made up 0.31% of Secure Asset Management's portfolio in Q2 2026, its #87 holding.
  • Secure Asset Management first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.