JMBAI
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J. M. Brown & Associates Inc.’s Essential Utilities WTRG Stock Holding History

J. M. Brown & Associates Inc.’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 		$212K Buy
+5,539
New +$211K 0.12% 158

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

J. M. Brown & Associates Inc.'s WTRG Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Essential Utilities (WTRG) in Q2 2026: 5,539 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #158 among its holdings.

149 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • J. M. Brown & Associates Inc. held 5,539 shares of Essential Utilities worth $212K as of Q2 2026.
  • Essential Utilities was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Essential Utilities made up 0.12% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #158 holding.
  • 149 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.