Spirit of America Management Corp’s Essential Utilities WTRG Stock Holding History

Spirit of America Management Corp’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	$1.32M	Hold	34,350	–	–	0.25%	104
2026 Q1	$1.38M	Hold	34,350	–	–	0.27%	103
2025 Q4	$1.32M	Buy	34,350 +1,750	+5%	+$68.9K	0.28%	102
2025 Q3	$1.3M	Buy	32,600 +4,250	+15%	+$162K	0.26%	105
2025 Q2	$1.05M	Buy	28,350 +4,750	+20%	+$185K	0.22%	122
2025 Q1	$933K	Buy	23,600 +2,100	+10%	+$77.1K	0.19%	126
2024 Q4	$781K	Buy	21,500 +3,500	+19%	+$136K	0.16%	132
2024 Q3	$694K	Buy	18,000 +2,000	+13%	+$78.6K	0.14%	140
2024 Q2	$597K	Buy	16,000 +2,800	+21%	+$104K	0.12%	147
2024 Q1	$489K	Hold	13,200	–	–	0.1%	162
2023 Q4	$493K	Buy	13,200 +400	+3%	+$14K	0.11%	156
2023 Q3	$439K	Buy	12,800 +2,550	+25%	+$98.8K	0.1%	148
2023 Q2	$409K	Buy	10,250 +8,500	+486%	+$357K	0.09%	156
2023 Q1	$76.4K	Buy	+1,750	New	+$78.9K	0.02%	213

Other funds holding WTRG

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

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

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

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Spirit of America Management Corp's WTRG Position: Q2 2026 in Review

Spirit of America Management Corp held its Essential Utilities (WTRG) position steady in Q2 2026 at 34,350 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #104.

Spirit of America Management Corp first reported a position in WTRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.38M in Q1 2026. 390 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Spirit of America Management Corp held 34,350 shares of Essential Utilities worth $1.32M as of Q2 2026.
Spirit of America Management Corp left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.25% of Spirit of America Management Corp's portfolio in Q2 2026, its #104 holding.
Spirit of America Management Corp first reported a position in Essential Utilities in Q1 2023 and has held it in 14 quarters since.
Spirit of America Management Corp's Essential Utilities position peaked at $1.38M in Q1 2026.
390 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.