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Virginia Estate & Retirement Planning Advisors’s Essential Utilities WTRG Stock Holding History

Virginia Estate & Retirement Planning 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 		$33.7K Hold
879
– – 0.04% 62
2026
Q1 		$35.4K Buy
+879
New +$34.6K 0.06% 37

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

Virginia Estate & Retirement Planning Advisors's WTRG Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Essential Utilities (WTRG) position steady in Q2 2026 at 879 shares worth $33.7K. The position accounts for 0.04% of the portfolio, ranked #62.

Virginia Estate & Retirement Planning Advisors first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $35.4K in Q1 2026. 691 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 879 shares of Essential Utilities worth $33.7K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.04% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #62 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
  • Virginia Estate & Retirement Planning Advisors's Essential Utilities position peaked at $35.4K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.