RAFFA WEALTH MANAGEMENT, LLC’s Essential Utilities WTRG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.26K	Sell	33 -1	-3%	-$38	﹤0.01%	949
2026 Q1	$1.37K	Buy	34 +3	+10%	+$118	﹤0.01%	864
2025 Q4	$1.19K	Hold	31	–	–	﹤0.01%	889
2025 Q3	$1.24K	Hold	31	–	–	﹤0.01%	839
2025 Q2	$1.15K	Hold	31	–	–	﹤0.01%	829
2025 Q1	$1.23K	Hold	31	–	–	﹤0.01%	769
2024 Q4	$1.13K	Hold	31	–	–	﹤0.01%	841
2024 Q3	$1.2K	Hold	31	–	–	﹤0.01%	800
2024 Q2	$1.16K	Hold	31	–	–	﹤0.01%	857
2024 Q1	$1.15K	Hold	31	–	–	﹤0.01%	859
2023 Q4	$1.16K	Hold	31	–	–	﹤0.01%	775
2023 Q3	$1.06K	Hold	31	–	–	﹤0.01%	762
2023 Q2	$1.24K	Hold	31	–	–	﹤0.01%	739
2023 Q1	$1.35K	Hold	31	–	–	﹤0.01%	711
2022 Q4	$1.48K	Hold	31	–	–	﹤0.01%	672
2022 Q3	$1.28K	Hold	31	–	–	﹤0.01%	723
2022 Q2	$1.42K	Hold	31	–	–	﹤0.01%	704
2022 Q1	$1.58K	Hold	31	–	–	﹤0.01%	708
2021 Q4	$1.66K	Hold	31	–	–	﹤0.01%	712
2021 Q3	$1.43K	Hold	31	–	–	﹤0.01%	710
2021 Q2	$1.42K	Hold	31	–	–	﹤0.01%	717
2021 Q1	$1.39K	Hold	31	–	–	﹤0.01%	738
2020 Q4	$1.47K	Hold	31	–	–	﹤0.01%	631
2020 Q3	$1.25K	Hold	31	–	–	﹤0.01%	608
2020 Q2	$1.31K	Hold	31	–	–	﹤0.01%	585
2020 Q1	$1.26K	Buy	+31	New	+$1.46K	﹤0.01%	522

Other funds holding WTRG

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WTRG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Essential Utilities (WTRG) stake by 2.9% in Q2 2026, selling an estimated $38 and leaving 33 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WTRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.66K in Q4 2021. 198 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 33 shares of Essential Utilities worth $1.26K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 1 Essential Utilities share in Q2 2026, an estimated $38.
Essential Utilities made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #949 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Essential Utilities in Q1 2020 and has held it in 26 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Essential Utilities position peaked at $1.66K in Q4 2021.
198 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.