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Synergy Investment Management’s Essential Utilities WTRG Stock Holding History

Synergy Investment 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 		$1.92K Hold
50
– – ﹤0.01% 901
2026
Q1 		$2.01K Buy
+50
New +$1.97K ﹤0.01% 689
2025
Q2 		– Sell
-50
Closed -$1.98K – 575
2025
Q1 		$1.98K Hold
50
– – ﹤0.01% 544
2024
Q4 		$1.82K Buy
+50
New +$1.94K ﹤0.01% 573

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

Synergy Investment Management's WTRG Position: Q2 2026 in Review

Synergy Investment Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 50 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Synergy Investment Management first reported a position in WTRG in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.01K in Q1 2026. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Synergy Investment Management held 50 shares of Essential Utilities worth $1.92K as of Q2 2026.
  • Synergy Investment Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #901 holding.
  • Synergy Investment Management first reported a position in Essential Utilities in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Essential Utilities position peaked at $2.01K in Q1 2026.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.