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WTRG icon

Smartleaf Asset Management’s Essential Utilities WTRG Stock Holding History

Smartleaf 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 		$62.6K Hold
1,628
– – ﹤0.01% 1403
2026
Q1 		$66.8K Buy
1,628
+115
+8% +$4.53K ﹤0.01% 1309
2025
Q4 		$58.2K Sell
1,513
-105
-6% -$4.13K ﹤0.01% 1473
2025
Q3 		$63.3K Buy
1,618
+1,168
+260% +$44.5K ﹤0.01% 1284
2025
Q2 		$16.6K Sell
450
-1,033
-70% -$40.2K ﹤0.01% 1625
2025
Q1 		$58.3K Sell
1,483
-78
-5% -$2.87K 0.01% 1072
2024
Q4 		$56.5K Buy
1,561
+179
+13% +$6.95K 0.01% 1123
2024
Q3 		$53.1K Buy
1,382
+874
+172% +$34.3K 0.01% 895
2024
Q2 		$19K Buy
508
+460
+958% +$17.1K ﹤0.01% 1056
2024
Q1 		$1.77K Sell
48
-373
-89% -$13.5K ﹤0.01% 1499
2023
Q4 		$15.8K Buy
+421
New +$14.7K ﹤0.01% 703

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

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

Smartleaf Asset Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 1,628 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Smartleaf Asset Management first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.8K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Smartleaf Asset Management held 1,628 shares of Essential Utilities worth $62.6K as of Q2 2026.
  • Smartleaf Asset Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1403 holding.
  • Smartleaf Asset Management first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Essential Utilities position peaked at $66.8K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.