Spire Wealth Management’s Essential Utilities WTRG Stock Holding History

Spire Wealth 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	$766	Hold	20	–	–	﹤0.01%	2169
2026 Q1	$805	Hold	20	–	–	﹤0.01%	2179
2025 Q4	$767	Hold	20	–	–	﹤0.01%	2229
2025 Q3	$798	Buy	+20	New	+$762	﹤0.01%	2312
2025 Q2	–	Sell	-3,075	Closed	-$122K	–	2591
2025 Q1	$122K	Hold	3,075	–	–	﹤0.01%	967
2024 Q4	$112K	Hold	3,075	–	–	﹤0.01%	993
2024 Q3	$119K	Hold	3,075	–	–	﹤0.01%	861
2024 Q2	$115K	Hold	3,075	–	–	﹤0.01%	853
2024 Q1	$114K	Hold	3,075	–	–	﹤0.01%	950
2023 Q4	$113K	Hold	3,075	–	–	﹤0.01%	961
2023 Q3	$106K	Sell	3,075 -312	-9%	-$12.1K	﹤0.01%	936
2023 Q2	$135K	Hold	3,387	–	–	0.01%	867
2023 Q1	$148K	Buy	3,387 +3,187	+1,594%	+$144K	0.01%	825
2022 Q4	$10K	Hold	200	–	–	﹤0.01%	1630
2022 Q3	$8K	Sell	200 -3,187	-94%	-$154K	﹤0.01%	1640
2022 Q2	$155K	Hold	3,387	–	–	0.01%	859
2022 Q1	$173K	Hold	3,387	–	–	﹤0.01%	953
2021 Q4	$182K	Sell	3,387 -3,187	-48%	-$155K	﹤0.01%	1133
2021 Q3	$303K	Hold	6,574	–	–	0.01%	753
2021 Q2	$300K	Sell	6,574 -322	-5%	-$15.1K	0.01%	771
2021 Q1	$309K	Buy	+6,896	New	+$311K	0.01%	847

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Spire Wealth Management's WTRG Position: Q2 2026 in Review

Spire Wealth Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 20 shares worth $766. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Spire Wealth Management first reported a position in WTRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $309K in Q1 2021. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Spire Wealth Management held 20 shares of Essential Utilities worth $766 as of Q2 2026.
Spire Wealth Management left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2169 holding.
Spire Wealth Management first reported a position in Essential Utilities in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's Essential Utilities position peaked at $309K in Q1 2021.
700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.