SWA
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
Q2 		$2.07K Sell
54
-105
-66% -$4.01K ﹤0.01% 769
2026
Q1 		$6.39K 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

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

SOA Wealth Advisors's WTRG Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Essential Utilities (WTRG) stake by 66% in Q2 2026, selling an estimated $4.01K and leaving 54 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

SOA Wealth Advisors first reported a position in WTRG in Q4 2020 and has held it in 23 quarters since. The position peaked at $210K in Q4 2022. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • SOA Wealth Advisors held 54 shares of Essential Utilities worth $2.07K as of Q2 2026.
  • SOA Wealth Advisors sold 105 Essential Utilities shares in Q2 2026, an estimated $4.01K.
  • Essential Utilities made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #769 holding.
  • SOA Wealth Advisors first reported a position in Essential Utilities in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Essential Utilities position peaked at $210K in Q4 2022.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.