Secure Asset Management
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
Q3 		$2.46M Buy
62,860
+4,512
+8% +$181K 0.33% 81
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Secure Asset Management's WTRG Position: Q3 2026 in Review

Secure Asset Management increased its Essential Utilities (WTRG) stake by 7.7% in Q3 2026, buying an estimated $181K and bringing the position to 62,860 shares worth $2.46M. The position accounts for 0.33% of the portfolio, ranked #81.

Secure Asset Management first reported a position in WTRG in Q4 2023 and has held it in 12 quarters since. 135 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Secure Asset Management held 62,860 shares of Essential Utilities worth $2.46M as of Q3 2026.
  • Secure Asset Management bought 4,512 Essential Utilities shares in Q3 2026, an estimated $181K.
  • Essential Utilities made up 0.33% of Secure Asset Management's portfolio in Q3 2026, its #81 holding.
  • Secure Asset Management first reported a position in Essential Utilities in Q4 2023 and has held it in 12 quarters since.
  • 135 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.