Strive Financial Group’s Essential Utilities WTRG Stock Holding History

Strive Financial 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	$980	Buy	+25	New	+$1K	﹤0.01%	1055

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

Strive Financial Group's WTRG Position: Q3 2026 in Review

Strive Financial Group opened a new position in Essential Utilities (WTRG) in Q3 2026: 25 shares worth $980. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings.

422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Strive Financial Group held 25 shares of Essential Utilities worth $980 as of Q3 2026.
Essential Utilities was a new Strive Financial Group position in Q3 2026.
Essential Utilities made up ﹤0.01% of Strive Financial Group's portfolio in Q3 2026, its #1055 holding.
422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.