Tower View Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $80.1K | Buy |
2,092
+19
| +0.9% | +$725 | 0.04% | 89 |
|
|
2026
Q1 | $83.5K | Buy |
2,073
+18
| +0.9% | +$709 | 0.04% | 81 |
|
|
2025
Q4 | $78.8K | Buy |
2,055
+702
| +52% | +$27.6K | 0.04% | 78 |
|
|
2025
Q3 | $54K | Sell |
1,353
-673
| -33% | -$25.7K | 0.03% | 81 |
|
|
2025
Q2 | $75.2K | Buy |
2,026
+17
| +0.8% | +$662 | 0.04% | 88 |
|
|
2025
Q1 | $79.4K | Buy |
2,009
+17
| +0.9% | +$624 | 0.05% | 65 |
|
|
2024
Q4 | $72.3K | Buy |
1,992
+16
| +0.8% | +$621 | 0.04% | 73 |
|
|
2024
Q3 | $76.2K | Buy |
1,976
+11
| +0.6% | +$432 | 0.04% | 71 |
|
|
2024
Q2 | $73.4K | Buy |
1,965
+10
| +0.5% | +$371 | 0.04% | 71 |
|
|
2024
Q1 | $72.4K | Sell |
1,955
-463
| -19% | -$16.8K | 0.04% | 77 |
|
|
2023
Q4 | $90K | Sell |
2,418
-40
| -2% | -$1.4K | 0.06% | 67 |
|
|
2023
Q3 | $84K | Sell |
2,458
-208
| -8% | -$8.06K | 0.06% | 67 |
|
|
2023
Q2 | $106K | Buy |
2,666
+671
| +34% | +$28.2K | 0.07% | 64 |
|
|
2023
Q1 | $87K | Sell |
1,995
-103
| -5% | -$4.65K | 0.06% | 69 |
|
|
2022
Q4 | $100K | Buy |
2,098
+7
| +0.3% | +$317 | 0.07% | 68 |
|
|
2022
Q3 | $87K | Buy |
2,091
+868
| +71% | +$42.1K | 0.07% | 71 |
|
|
2022
Q2 | $56K | Buy |
1,223
+7
| +0.6% | +$325 | 0.04% | 78 |
|
|
2022
Q1 | $62K | Buy |
1,216
+7
| +0.6% | +$338 | 0.03% | 96 |
|
|
2021
Q4 | $65K | Buy |
1,209
+7
| +0.6% | +$340 | 0.03% | 99 |
|
|
2021
Q3 | $55K | Buy |
1,202
+6
| +0.5% | +$291 | 0.03% | 99 |
|
|
2021
Q2 | $55K | Buy |
1,196
+7
| +0.6% | +$328 | 0.03% | 97 |
|
|
2021
Q1 | $53K | Buy |
1,189
+7
| +0.6% | +$316 | 0.03% | 99 |
|
|
2020
Q4 | $56K | Buy |
1,182
+6
| +0.5% | +$267 | 0.03% | 102 |
|
|
2020
Q3 | $47K | Buy |
1,176
+7
| +0.6% | +$301 | 0.03% | 90 |
|
|
2020
Q2 | $49K | Buy |
1,169
+6
| +0.5% | +$253 | 0.04% | 83 |
|
|
2020
Q1 | $47K | Buy |
1,163
+6
| +0.5% | +$283 | 0.04% | 74 |
|
|
2019
Q4 | $54K | Buy |
1,157
+6
| +0.5% | +$270 | 0.04% | 80 |
|
|
2019
Q3 | $52K | Buy |
1,151
+6
| +0.5% | +$258 | 0.04% | 80 |
|
|
2019
Q2 | $47K | Sell |
1,145
-87
| -7% | -$3.38K | 0.04% | 79 |
|
|
2019
Q1 | $45K | Buy |
1,232
+7
| +0.6% | +$247 | 0.04% | 78 |
|
|
2018
Q4 | $42K | Buy |
1,225
+8
| +0.7% | +$277 | 0.04% | 79 |
|
|
2018
Q3 | $45K | Buy |
1,217
+7
| +0.6% | +$259 | 0.04% | 95 |
|
|
2018
Q2 | $43K | Buy |
1,210
+7
| +0.6% | +$240 | 0.04% | 93 |
|
|
2018
Q1 | $41K | Buy |
1,203
+7
| +0.6% | +$244 | 0.04% | 94 |
|
|
2017
Q4 | $47K | Buy |
+1,196
| New | +$43.6K | 0.04% | 91 |
|
Other funds holding WTRG
AA
Tower View Wealth Management's WTRG Position: Q2 2026 in Review
Tower View Wealth Management increased its Essential Utilities (WTRG) stake by 0.92% in Q2 2026, buying an estimated $725 and bringing the position to 2,092 shares worth $80.1K. The position accounts for 0.04% of the portfolio, ranked #89.
Tower View Wealth Management first reported a position in WTRG in Q4 2017 and has held it in 35 quarters since. The position peaked at $106K in Q2 2023. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Tower View Wealth Management held 2,092 shares of Essential Utilities worth $80.1K as of Q2 2026.
- Tower View Wealth Management bought 19 Essential Utilities shares in Q2 2026, an estimated $725.
- Essential Utilities made up 0.04% of Tower View Wealth Management's portfolio in Q2 2026, its #89 holding.
- Tower View Wealth Management first reported a position in Essential Utilities in Q4 2017 and has held it in 35 quarters since.
- Tower View Wealth Management's Essential Utilities position peaked at $106K in Q2 2023.
- 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.