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Transamerica Financial Advisors’s Essential Utilities WTRG Stock Holding History

Transamerica Financial Advisors’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 		$1.03K Buy
27
+7
+35% +$267 ﹤0.01% 1488
2026
Q1 		$805 Sell
20
-53
-73% -$2.09K ﹤0.01% 1378
2025
Q4 		$2.8K Sell
73
-74
-50% -$2.91K ﹤0.01% 1067
2025
Q3 		$5.87K Buy
+147
New +$5.6K ﹤0.01% 836
2024
Q1 		– Sell
-1
Closed -$1K – 698
2023
Q4 		$1K Hold
1
– – ﹤0.01% 613
2023
Q3 		$1K Hold
1
– – ﹤0.01% 634
2023
Q2 		$1K Hold
1
– – ﹤0.01% 606
2023
Q1 		$1K Buy
+1
New +$45 ﹤0.01% 593
2022
Q3 		– Sell
-1
Closed -$1K – 685
2022
Q2 		$1K Buy
+1
New +$46 ﹤0.01% 646
2021
Q2 		– Sell
-13
Closed -$1K – 249
2021
Q1 		$1K Hold
13
– – 0.02% 196
2020
Q4 		$1K Buy
13
+3
+30% +$133 0.02% 190
2020
Q3 		$1K Sell
10
-4,239
-100% -$182K 0.02% 183
2020
Q2 		$180K Buy
+4,249
New +$179K 0.04% 177
2019
Q3 		– Sell
-2,908
Closed -$121K – 530
2019
Q2 		$121K Buy
+2,908
New +$113K 0.03% 212
2013
Q4 		– Sell
-168
Closed -$5K – 639
2013
Q3 		$5K Sell
168
-785
-82% -$20K ﹤0.01% 495
2013
Q2 		$24K Buy
+953
New +$24.2K ﹤0.01% 355

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 $413B AUM 44.57% 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

Transamerica Financial Advisors's WTRG Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Essential Utilities (WTRG) stake by 35% in Q2 2026, buying an estimated $267 and bringing the position to 27 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Transamerica Financial Advisors first reported a position in WTRG in Q2 2013 and has held it in 16 quarters since. The position peaked at $180K in Q2 2020. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Transamerica Financial Advisors held 27 shares of Essential Utilities worth $1.03K as of Q2 2026.
  • Transamerica Financial Advisors bought 7 Essential Utilities shares in Q2 2026, an estimated $267.
  • Essential Utilities made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1488 holding.
  • Transamerica Financial Advisors first reported a position in Essential Utilities in Q2 2013 and has held it in 16 quarters since.
  • Transamerica Financial Advisors's Essential Utilities position peaked at $180K in Q2 2020.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.