United Capital Financial Advisors’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 | $614K | Sell |
16,033
-8,498
| -35% | -$324K | ﹤0.01% | 1014 |
|
|
2026
Q1 | $988K | Buy |
24,531
+13,899
| +131% | +$547K | 0.01% | 763 |
|
|
2025
Q4 | $408K | Sell |
10,632
-76
| -0.7% | -$2.99K | ﹤0.01% | 1048 |
|
|
2025
Q3 | $427K | Buy |
10,708
+498
| +5% | +$19K | ﹤0.01% | 909 |
|
|
2025
Q2 | $379K | Buy |
10,210
+394
| +4% | +$15.3K | ﹤0.01% | 860 |
|
|
2025
Q1 | $388K | Buy |
9,816
+2,618
| +36% | +$96.2K | ﹤0.01% | 815 |
|
|
2024
Q4 | $261K | Sell |
7,198
-347
| -5% | -$13.5K | ﹤0.01% | 932 |
|
|
2024
Q3 | $291K | Sell |
7,545
-1,083
| -13% | -$42.6K | ﹤0.01% | 887 |
|
|
2024
Q2 | $322K | Sell |
8,628
-1,270
| -13% | -$47.1K | ﹤0.01% | 826 |
|
|
2024
Q1 | $367K | Sell |
9,898
-1,727
| -15% | -$62.6K | ﹤0.01% | 819 |
|
|
2023
Q4 | $434K | Buy |
+11,625
| New | +$406K | ﹤0.01% | 758 |
|
|
2023
Q3 | – | Sell |
-6,260
| Closed | -$250K | – | 908 |
|
|
2023
Q2 | $250K | Sell |
6,260
-3,046
| -33% | -$128K | ﹤0.01% | 811 |
|
|
2023
Q1 | $406K | Sell |
9,306
-4,481
| -33% | -$202K | ﹤0.01% | 765 |
|
|
2022
Q4 | $658K | Sell |
13,787
-546
| -4% | -$24.7K | ﹤0.01% | 712 |
|
|
2022
Q3 | $593K | Sell |
14,333
-530
| -4% | -$25.7K | ﹤0.01% | 730 |
|
|
2022
Q2 | $681K | Buy |
14,863
+67
| +0.5% | +$3.11K | ﹤0.01% | 719 |
|
|
2022
Q1 | $757K | Buy |
14,796
+248
| +2% | +$12K | ﹤0.01% | 736 |
|
|
2021
Q4 | $781K | Sell |
14,548
-560
| -4% | -$27.2K | ﹤0.01% | 742 |
|
|
2021
Q3 | $696K | Sell |
15,108
-853
| -5% | -$41.3K | ﹤0.01% | 770 |
|
|
2021
Q2 | $729K | Buy |
15,961
+1,357
| +9% | +$63.7K | ﹤0.01% | 775 |
|
|
2021
Q1 | $654K | Buy |
14,604
+907
| +7% | +$41K | ﹤0.01% | 776 |
|
|
2020
Q4 | $648K | Buy |
13,697
+408
| +3% | +$18.1K | ﹤0.01% | 784 |
|
|
2020
Q3 | $535K | Buy |
13,289
+2,845
| +27% | +$122K | ﹤0.01% | 816 |
|
|
2020
Q2 | $441K | Buy |
10,444
+104
| +1% | +$4.39K | ﹤0.01% | 912 |
|
|
2020
Q1 | $421K | Sell |
10,340
-4,841
| -32% | -$228K | ﹤0.01% | 876 |
|
|
2019
Q4 | $713K | Buy |
15,181
+3,225
| +27% | +$145K | ﹤0.01% | 890 |
|
|
2019
Q3 | $536K | Sell |
11,956
-2,212
| -16% | -$95K | ﹤0.01% | 930 |
|
|
2019
Q2 | $586K | Buy |
14,168
+1,259
| +10% | +$49K | ﹤0.01% | 988 |
|
|
2019
Q1 | $470K | Sell |
12,909
-784
| -6% | -$27.6K | ﹤0.01% | 995 |
|
|
2018
Q4 | $468K | Sell |
13,693
-595
| -4% | -$20.6K | ﹤0.01% | 940 |
|
|
2018
Q3 | $527K | Sell |
14,288
-3,077
| -18% | -$114K | ﹤0.01% | 957 |
|
|
2018
Q2 | $611K | Buy |
17,365
+2,441
| +16% | +$83.6K | ﹤0.01% | 897 |
|
|
2018
Q1 | $508K | Buy |
14,924
+113
| +0.8% | +$3.93K | ﹤0.01% | 951 |
|
|
2017
Q4 | $581K | Buy |
14,811
+2,142
| +17% | +$78.1K | ﹤0.01% | 921 |
|
|
2017
Q3 | $420K | Buy |
12,669
+669
| +6% | +$22.4K | ﹤0.01% | 1011 |
|
|
2017
Q2 | $400K | Sell |
12,000
-784
| -6% | -$25.7K | ﹤0.01% | 987 |
|
|
2017
Q1 | $411K | Sell |
12,784
-744
| -5% | -$22.8K | ﹤0.01% | 961 |
|
|
2016
Q4 | $406K | Buy |
13,528
+597
| +5% | +$17.8K | ﹤0.01% | 982 |
|
|
2016
Q3 | $394K | Sell |
12,931
-428
| -3% | -$13.9K | ﹤0.01% | 1015 |
|
|
2016
Q2 | $481K | Buy |
13,359
+2,057
| +18% | +$67K | ﹤0.01% | 930 |
|
|
2016
Q1 | $360K | Sell |
11,302
-631
| -5% | -$19.5K | ﹤0.01% | 952 |
|
|
2015
Q4 | $356K | Buy |
11,933
+19
| +0.2% | +$547 | ﹤0.01% | 971 |
|
|
2015
Q3 | $315K | Buy |
11,914
+151
| +1% | +$3.87K | ﹤0.01% | 1044 |
|
|
2015
Q2 | $288K | Sell |
11,763
-3,758
| -24% | -$98.6K | ﹤0.01% | 1086 |
|
|
2015
Q1 | $416K | Sell |
15,521
-843
| -5% | -$22.4K | 0.01% | 974 |
|
|
2014
Q4 | $437K | Buy |
16,364
+619
| +4% | +$15.9K | 0.01% | 864 |
|
|
2014
Q3 | $370K | Sell |
15,745
-667
| -4% | -$16.3K | 0.01% | 878 |
|
|
2014
Q2 | $430K | Buy |
16,412
+2,226
| +16% | +$56K | 0.01% | 705 |
|
|
2014
Q1 | $356K | Buy |
+14,186
| New | +$342K | 0.01% | 730 |
|
|
2013
Q4 | – | Sell |
-13,301
| Closed | -$329K | – | 773 |
|
|
2013
Q3 | $329K | Buy |
13,301
+60
| +0.5% | +$1.53K | 0.01% | 538 |
|
|
2013
Q2 | $331K | Buy |
+13,241
| New | +$336K | 0.01% | 579 |
|
Other funds holding WTRG
United Capital Financial Advisors's WTRG Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Essential Utilities (WTRG) stake by 35% in Q2 2026, selling an estimated $324K and leaving 16,033 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.
United Capital Financial Advisors first reported a position in WTRG in Q2 2013 and has held it in 51 quarters since. The position peaked at $988K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- United Capital Financial Advisors held 16,033 shares of Essential Utilities worth $614K as of Q2 2026.
- United Capital Financial Advisors sold 8,498 Essential Utilities shares in Q2 2026, an estimated $324K.
- Essential Utilities made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1014 holding.
- United Capital Financial Advisors first reported a position in Essential Utilities in Q2 2013 and has held it in 51 quarters since.
- United Capital Financial Advisors's Essential Utilities position peaked at $988K in Q1 2026.
- 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.