WSFG
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Wall Street Financial Group’s Essential Utilities WTRG Stock Holding History

Wall Street Financial Group’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
-183
Closed -$7.37K – 628
2026
Q1 		$7.37K Buy
+183
New +$7.2K ﹤0.01% 487

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

Wall Street Financial Group's WTRG Position: Q2 2026 in Review

Wall Street Financial Group sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 183 shares — an estimated $7.37K sold.

Wall Street Financial Group first reported a position in WTRG in Q1 2026 and held it in 1 quarter. The position peaked at $7.37K in Q1 2026. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Wall Street Financial Group reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Wall Street Financial Group sold 183 Essential Utilities shares in Q2 2026, an estimated $7.37K.
  • Wall Street Financial Group first reported a position in Essential Utilities in Q1 2026 and held it in 1 quarter.
  • Wall Street Financial Group's Essential Utilities position peaked at $7.37K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.