StoneX Group’s Essential Utilities WTRG Stock Holding History

StoneX Group’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	$283K	Buy	+7,152	New	+$287K	0.01%	1066
2024 Q1	–	Sell	-5,446	Closed	-$203K	–	726
2023 Q4	$203K	Buy	+5,446	New	+$190K	0.02%	522
2023 Q3	–	Sell	-6,033	Closed	-$241K	–	740
2023 Q2	$241K	Sell	6,033 -53	-0.9%	-$2.22K	0.03%	479
2023 Q1	$266K	Buy	+6,086	New	+$275K	0.03%	445
2022 Q1	–	Sell	-5,422	Closed	-$291K	–	695
2021 Q4	$291K	Sell	5,422 -1,320	-20%	-$64.1K	0.03%	417
2021 Q3	$311K	Sell	6,742 -368	-5%	-$17.8K	0.04%	352
2021 Q2	$325K	Sell	7,110 -54	-0.8%	-$2.53K	0.05%	336
2021 Q1	$321K	Buy	7,164 +373	+5%	+$16.8K	0.06%	284
2020 Q4	$321K	Buy	6,791 +60	+0.9%	+$2.66K	0.07%	257
2020 Q3	$271K	Buy	+6,731	New	+$289K	0.09%	246
2020 Q1	–	Sell	-5,029	Closed	-$236K	–	324
2019 Q4	$236K	Buy	5,029 +498	+11%	+$22.4K	0.1%	254
2019 Q3	$203K	Buy	+4,531	New	+$195K	0.13%	243

Other funds holding WTRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

StoneX Group's WTRG Position: Q3 2026 in Review

StoneX Group opened a new position in Essential Utilities (WTRG) in Q3 2026: 7,152 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #1066 among its holdings. This is a return to the name: StoneX Group previously reported a position in WTRG as recently as Q4 2023.

StoneX Group first reported a position in WTRG in Q3 2019 and has held it in 12 quarters since. The position peaked at $325K in Q2 2021. 372 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

StoneX Group held 7,152 shares of Essential Utilities worth $283K as of Q3 2026.
Essential Utilities was a new StoneX Group position in Q3 2026.
Essential Utilities made up 0.01% of StoneX Group's portfolio in Q3 2026, its #1066 holding.
StoneX Group first reported a position in Essential Utilities in Q3 2019 and has held it in 12 quarters since.
StoneX Group's Essential Utilities position peaked at $325K in Q2 2021.
372 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.