Simplex Trading’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 | $16.9K | Buy |
442
+333
| +306% | +$12.7K | ﹤0.01% | 7257 |
|
|
2026
Q1 | $4.39K | Buy |
+109
| New | +$4.29K | ﹤0.01% | 7973 |
|
|
2025
Q4 | – | Sell |
-11,023
| Closed | -$434K | – | 10283 |
|
|
2025
Q3 | $439K | Sell |
11,023
-6,272
| -36% | -$239K | ﹤0.01% | 3983 |
|
|
2025
Q2 | $642K | Sell |
17,295
-1,736
| -9% | -$67.6K | ﹤0.01% | 3242 |
|
|
2025
Q1 | $752K | Buy |
+19,031
| New | +$699K | ﹤0.01% | 2979 |
|
|
2024
Q1 | – | Sell |
-4,410
| Closed | -$160K | – | 10047 |
|
|
2023
Q4 | $164K | Sell |
4,410
-25,084
| -85% | -$876K | ﹤0.01% | 4871 |
|
|
2023
Q3 | $1.01M | Buy |
+29,494
| New | +$1.14M | ﹤0.01% | 2646 |
|
|
2023
Q1 | – | Sell |
-304
| Closed | -$13.7K | – | 10275 |
|
|
2022
Q4 | $14K | Sell |
304
-1,032
| -77% | -$46.7K | ﹤0.01% | 7245 |
|
|
2022
Q3 | $55K | Buy |
1,336
+536
| +67% | +$26K | ﹤0.01% | 6317 |
|
|
2022
Q2 | $36K | Buy |
+800
| New | +$37.2K | ﹤0.01% | 6926 |
|
|
2021
Q2 | – | Sell |
-1,349
| Closed | -$63.3K | – | 10798 |
|
|
2021
Q1 | $60K | Buy |
+1,349
| New | +$60.9K | ﹤0.01% | 6391 |
|
|
2019
Q4 | – | Sell |
-4,775
| Closed | -$215K | – | 8058 |
|
|
2019
Q3 | $214K | Buy |
+4,775
| New | +$205K | ﹤0.01% | 3494 |
|
|
2019
Q1 | – | Sell |
-239
| Closed | -$8.43K | – | 7976 |
|
|
2018
Q4 | $8K | Buy |
239
+91
| +61% | +$3.16K | ﹤0.01% | 5999 |
|
|
2018
Q3 | $5K | Sell |
148
-14,928
| -99% | -$552K | ﹤0.01% | 6789 |
|
|
2018
Q2 | $530K | Buy |
15,076
+1,884
| +14% | +$64.5K | ﹤0.01% | 2409 |
|
|
2018
Q1 | $449K | Buy |
13,192
+11,666
| +764% | +$406K | 0.02% | 767 |
|
|
2017
Q4 | $59K | Buy |
+1,526
| New | +$55.6K | ﹤0.01% | 2286 |
|
|
2017
Q2 | – | Sell |
-188
| Closed | -$6.16K | – | 6886 |
|
|
2017
Q1 | $6K | Sell |
188
-21
| -10% | -$645 | ﹤0.01% | 4486 |
|
|
2016
Q4 | $6K | Sell |
209
-47
| -18% | -$1.4K | ﹤0.01% | 4237 |
|
|
2016
Q3 | $7K | Buy |
+256
| New | +$8.3K | ﹤0.01% | 4002 |
|
|
2016
Q1 | – | Sell |
-8,410
| Closed | -$250K | – | 6348 |
|
|
2015
Q4 | $250K | Buy |
8,410
+7,272
| +639% | +$209K | 0.02% | 740 |
|
|
2015
Q3 | $30K | Buy |
1,138
+945
| +490% | +$24.2K | ﹤0.01% | 2401 |
|
|
2015
Q2 | $4K | Buy |
+193
| New | +$5.06K | ﹤0.01% | 3894 |
|
Other funds holding WTRG
AA
Simplex Trading's WTRG Position: Q2 2026 in Review
Simplex Trading increased its Essential Utilities (WTRG) stake by 306% in Q2 2026, buying an estimated $12.7K and bringing the position to 442 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7257.
Simplex Trading first reported a position in WTRG in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2023. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Simplex Trading held 442 shares of Essential Utilities worth $16.9K as of Q2 2026.
- Simplex Trading bought 333 Essential Utilities shares in Q2 2026, an estimated $12.7K.
- Essential Utilities made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7257 holding.
- Simplex Trading first reported a position in Essential Utilities in Q2 2015 and has held it in 23 quarters since.
- Simplex Trading's Essential Utilities position peaked at $1.01M in Q3 2023.
- 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.