Sigma Planning Corp’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $238K | Sell |
6,224
-27
| -0.4% | -$1.03K | 0.01% | 1226 |
|
|
2026
Q1 | $252K | Buy |
6,251
+315
| +5% | +$12.4K | 0.01% | 1119 |
|
|
2025
Q4 | $228K | Sell |
5,936
-269
| -4% | -$10.6K | 0.01% | 1151 |
|
|
2025
Q3 | $248K | Sell |
6,205
-301
| -5% | -$11.5K | 0.01% | 1118 |
|
|
2025
Q2 | $242K | Sell |
6,506
-2
| -0% | -$78 | 0.01% | 1080 |
|
|
2025
Q1 | $257K | Buy |
6,508
+38
| +0.6% | +$1.4K | 0.01% | 1025 |
|
|
2024
Q4 | $235K | Sell |
6,470
-1,680
| -21% | -$65.2K | 0.01% | 1025 |
|
|
2024
Q3 | $314K | Buy |
8,150
+58
| +0.7% | +$2.28K | 0.01% | 941 |
|
|
2024
Q2 | $302K | Buy |
8,092
+1,799
| +29% | +$66.7K | 0.01% | 922 |
|
|
2024
Q1 | $233K | Buy |
6,293
+851
| +16% | +$30.9K | 0.01% | 1068 |
|
|
2023
Q4 | $203K | Sell |
5,442
-3,335
| -38% | -$116K | 0.02% | 777 |
|
|
2023
Q3 | $301K | Buy |
8,777
+246
| +3% | +$9.53K | 0.01% | 919 |
|
|
2023
Q2 | $341K | Sell |
8,531
-1,329
| -13% | -$55.8K | 0.01% | 882 |
|
|
2023
Q1 | $430K | Sell |
9,860
-1,758
| -15% | -$79.3K | 0.01% | 866 |
|
|
2022
Q4 | $555K | Buy |
11,618
+368
| +3% | +$16.7K | 0.02% | 723 |
|
|
2022
Q3 | $466K | Buy |
11,250
+2,258
| +25% | +$109K | 0.02% | 759 |
|
|
2022
Q2 | $412K | Buy |
8,992
+178
| +2% | +$8.27K | 0.01% | 842 |
|
|
2022
Q1 | $451K | Sell |
8,814
-2,032
| -19% | -$98.1K | 0.01% | 881 |
|
|
2021
Q4 | $582K | Sell |
10,846
-441
| -4% | -$21.4K | 0.02% | 784 |
|
|
2021
Q3 | $520K | Sell |
11,287
-245
| -2% | -$11.9K | 0.02% | 801 |
|
|
2021
Q2 | $527K | Sell |
11,532
-925
| -7% | -$43.4K | 0.02% | 810 |
|
|
2021
Q1 | $557K | Sell |
12,457
-19,392
| -61% | -$876K | 0.02% | 724 |
|
|
2020
Q4 | $1.51M | Sell |
31,849
-1,138
| -3% | -$50.6K | 0.05% | 340 |
|
|
2020
Q3 | $1.33M | Sell |
32,987
-4,858
| -13% | -$209K | 0.05% | 327 |
|
|
2020
Q2 | $1.6M | Buy |
37,845
+4,916
| +15% | +$208K | 0.07% | 277 |
|
|
2020
Q1 | $1.34M | Buy |
32,929
+1,167
| +4% | +$55.1K | 0.08% | 263 |
|
|
2019
Q4 | $1.49M | Buy |
31,762
+4,945
| +18% | +$223K | 0.06% | 313 |
|
|
2019
Q3 | $1.2M | Buy |
26,817
+4,423
| +20% | +$190K | 0.06% | 331 |
|
|
2019
Q2 | $926K | Buy |
22,394
+5,028
| +29% | +$196K | 0.05% | 357 |
|
|
2019
Q1 | $633K | Buy |
17,366
+2,036
| +13% | +$71.8K | 0.04% | 446 |
|
|
2018
Q4 | $524K | Buy |
15,330
+9,178
| +149% | +$318K | 0.04% | 426 |
|
|
2018
Q3 | $227K | Buy |
+6,152
| New | +$228K | 0.01% | 829 |
|
|
2018
Q1 | – | Sell |
-5,106
| Closed | -$200K | – | 923 |
|
|
2017
Q4 | $200K | Buy |
+5,106
| New | +$186K | 0.02% | 776 |
|
Other funds holding WTRG
AA
Sigma Planning Corp's WTRG Position: Q2 2026 in Review
Sigma Planning Corp reduced its Essential Utilities (WTRG) stake by 0.43% in Q2 2026, selling an estimated $1.03K and leaving 6,224 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1226.
Sigma Planning Corp first reported a position in WTRG in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.6M in Q2 2020. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Sigma Planning Corp held 6,224 shares of Essential Utilities worth $238K as of Q2 2026.
- Sigma Planning Corp sold 27 Essential Utilities shares in Q2 2026, an estimated $1.03K.
- Essential Utilities made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1226 holding.
- Sigma Planning Corp first reported a position in Essential Utilities in Q4 2017 and has held it in 33 quarters since.
- Sigma Planning Corp's Essential Utilities position peaked at $1.6M in Q2 2020.
- 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.