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Twin Peaks Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Twin Peaks Wealth 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 		– Sell
-371
Closed -$14.9K – 2235
2026
Q1 		$14.9K Buy
+371
New +$14.6K ﹤0.01% 838
2025
Q3 		– Sell
-337
Closed -$13.1K – 2165
2025
Q2 		$13.1K Buy
+337
New +$13.1K ﹤0.01% 794

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

Twin Peaks Wealth Advisors's WTRG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 371 shares — an estimated $14.9K sold.

Twin Peaks Wealth Advisors first reported a position in WTRG in Q2 2025 and held it in 2 quarters. The position peaked at $14.9K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 371 Essential Utilities shares in Q2 2026, an estimated $14.9K.
  • Twin Peaks Wealth Advisors first reported a position in Essential Utilities in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Essential Utilities position peaked at $14.9K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.