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TD Private Client Wealth’s Essential Utilities WTRG Stock Holding History

TD Private Client Wealth’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 		$217K Sell
5,667
-13
-0.2% -$496 ﹤0.01% 653
2026
Q1 		$229K Buy
5,680
+354
+7% +$13.9K ﹤0.01% 622
2025
Q4 		$204K Sell
5,326
-386
-7% -$15.2K ﹤0.01% 656
2025
Q3 		$228K Buy
5,712
+351
+7% +$13.4K 0.01% 635
2025
Q2 		$199K Sell
5,361
-100
-2% -$3.9K ﹤0.01% 635
2025
Q1 		$216K Hold
5,461
– – 0.01% 584
2024
Q4 		$198K Sell
5,461
-55
-1% -$2.13K 0.01% 605
2024
Q3 		$213K Sell
5,516
-40
-0.7% -$1.57K 0.01% 590
2024
Q2 		$207K Sell
5,556
-28
-0.5% -$1.04K 0.01% 565
2024
Q1 		$207K Buy
5,584
+5,563
+26,490% +$202K 0.01% 580
2023
Q4 		$784 Sell
21
-2,265
-99% -$79.1K ﹤0.01% 1194
2023
Q3 		$78.5K Sell
2,286
-417
-15% -$16.2K ﹤0.01% 691
2023
Q2 		$108K Hold
2,703
– – ﹤0.01% 647
2023
Q1 		$118K Hold
2,703
– – 0.01% 626
2022
Q4 		$129K Hold
2,703
– – 0.01% 593
2022
Q3 		$112K Hold
2,703
– – 0.01% 598
2022
Q2 		$124K Hold
2,703
– – 0.01% 586
2022
Q1 		$138K Sell
2,703
-23
-0.8% -$1.11K 0.01% 596
2021
Q4 		$146K Buy
2,726
+12
+0.4% +$583 0.01% 590
2021
Q3 		$125K Hold
2,714
– – 0.01% 600
2021
Q2 		$124K Hold
2,714
– – 0.01% 589
2021
Q1 		$121K Hold
2,714
– – 0.01% 569
2020
Q4 		$128K Sell
2,714
-87
-3% -$3.87K 0.01% 529
2020
Q3 		$113K Hold
2,801
– – 0.01% 519
2020
Q2 		$118K Sell
2,801
-124
-4% -$5.24K 0.01% 506
2020
Q1 		$119K Buy
+2,925
New +$138K 0.01% 475

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

TD Private Client Wealth's WTRG Position: Q2 2026 in Review

TD Private Client Wealth reduced its Essential Utilities (WTRG) stake by 0.23% in Q2 2026, selling an estimated $496 and leaving 5,667 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

TD Private Client Wealth first reported a position in WTRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $229K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • TD Private Client Wealth held 5,667 shares of Essential Utilities worth $217K as of Q2 2026.
  • TD Private Client Wealth sold 13 Essential Utilities shares in Q2 2026, an estimated $496.
  • Essential Utilities made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #653 holding.
  • TD Private Client Wealth first reported a position in Essential Utilities in Q1 2020 and has held it in 26 quarters since.
  • TD Private Client Wealth's Essential Utilities position peaked at $229K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.