SOA Wealth Advisors
WTRG icon

SOA Wealth Advisors’s Essential Utilities WTRG Stock Holding History

SOA Wealth Advisors’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 		– Sell
-54
Closed -$2.07K – 909
2026
Q2 		$2.07K Sell
54
-105
-66% -$4.01K ﹤0.01% 769
2026
Q1 		$6.4K Sell
159
-4
-2% -$157 ﹤0.01% 637
2025
Q4 		$6.27K Sell
163
-121
-43% -$4.76K ﹤0.01% 645
2025
Q3 		$11.3K Buy
284
+3
+1% +$114 ﹤0.01% 592
2025
Q2 		$10.4K Sell
281
-158
-36% -$6.15K ﹤0.01% 592
2025
Q1 		$17.3K Buy
439
+4
+0.9% +$147 ﹤0.01% 493
2024
Q4 		$15.8K Sell
435
-277
-39% -$10.8K ﹤0.01% 491
2024
Q3 		$27.4K Buy
712
+2
+0.3% +$79 0.01% 404
2024
Q2 		$26.5K Buy
710
+5
+0.7% +$185 0.01% 395
2024
Q1 		$26.1K Sell
705
-2,201
-76% -$79.8K 0.01% 399
2023
Q4 		$109K Buy
2,906
+24
+0.8% +$838 0.02% 226
2023
Q3 		$98.9K Sell
2,882
-1,588
-36% -$61.5K 0.02% 227
2023
Q2 		$178K Buy
4,470
+32
+0.7% +$1.34K 0.04% 173
2023
Q1 		$194K Buy
4,438
+30
+0.7% +$1.35K 0.05% 159
2022
Q4 		$210K Buy
4,408
+3,335
+311% +$151K 0.06% 144
2022
Q3 		$44K Buy
1,073
+404
+60% +$19.6K 0.01% 284
2022
Q2 		$30K Buy
669
+4
+0.6% +$186 0.01% 324
2022
Q1 		$34K Buy
665
+4
+0.6% +$193 0.01% 367
2021
Q4 		$35K Buy
661
+3
+0.5% +$146 0.01% 355
2021
Q3 		$30K Buy
658
+4
+0.6% +$194 0.01% 386
2021
Q2 		$29K Buy
654
+3
+0.5% +$141 0.01% 396
2021
Q1 		$29K Buy
651
+4
+0.6% +$181 0.01% 344
2020
Q4 		$31K Buy
+647
New +$28.7K 0.01% 329

Other funds holding WTRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

SOA Wealth Advisors's WTRG Position: Q3 2026 in Review

SOA Wealth Advisors sold out of Essential Utilities (WTRG) in Q3 2026, closing a stake of 54 shares — an estimated $2.07K sold.

SOA Wealth Advisors first reported a position in WTRG in Q4 2020 and held it in 23 quarters. The position peaked at $210K in Q4 2022. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • SOA Wealth Advisors reported no remaining Essential Utilities position as of Q3 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 54 Essential Utilities shares in Q3 2026, an estimated $2.07K.
  • SOA Wealth Advisors first reported a position in Essential Utilities in Q4 2020 and held it in 23 quarters.
  • SOA Wealth Advisors's Essential Utilities position peaked at $210K in Q4 2022.
  • 422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.