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VSM Wealth Advisory’s Essential Utilities WTRG Stock Holding History

VSM Wealth Advisory’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 		$34.1K Buy
890
+170
+24% +$6.49K 0.01% 253
2026
Q1 		$29K Hold
720
– – 0.01% 259
2025
Q4 		$27.6K Hold
720
– – 0.01% 241
2025
Q3 		$28.7K Hold
720
– – 0.01% 246
2025
Q2 		$26.7K Hold
720
– – 0.01% 275
2025
Q1 		$28.5K Hold
720
– – 0.01% 243
2024
Q4 		$26.1K Buy
+720
New +$27.9K 0.01% 243

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

VSM Wealth Advisory's WTRG Position: Q2 2026 in Review

VSM Wealth Advisory increased its Essential Utilities (WTRG) stake by 24% in Q2 2026, buying an estimated $6.49K and bringing the position to 890 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #253.

VSM Wealth Advisory first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • VSM Wealth Advisory held 890 shares of Essential Utilities worth $34.1K as of Q2 2026.
  • VSM Wealth Advisory bought 170 Essential Utilities shares in Q2 2026, an estimated $6.49K.
  • Essential Utilities made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #253 holding.
  • VSM Wealth Advisory first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.