Wealth Enhancement Advisory Services
WTRG icon

Wealth Enhancement Advisory Services’s Essential Utilities WTRG Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.41M Buy
96,716
+8,698
+10% +$332K 0.01% 1236
2026
Q1 		$3.62M Sell
88,018
-811
-0.9% -$31.9K 0.01% 1067
2025
Q4 		$3.42M Sell
88,829
-2,518
-3% -$99.1K ﹤0.01% 1213
2025
Q3 		$3.71M Buy
91,347
+16,677
+22% +$636K 0.01% 1112
2025
Q2 		$2.75M Buy
74,670
+14,724
+25% +$573K ﹤0.01% 1203
2025
Q1 		$2.37M Sell
59,946
-3,684
-6% -$135K ﹤0.01% 1164
2024
Q4 		$2.31M Buy
63,630
+16,543
+35% +$642K ﹤0.01% 1108
2024
Q3 		$1.82M Buy
47,087
+4,666
+11% +$183K ﹤0.01% 1102
2024
Q2 		$1.58M Buy
42,421
+5,363
+14% +$199K ﹤0.01% 1089
2024
Q1 		$1.37M Buy
37,058
+3,919
+12% +$142K ﹤0.01% 1102
2023
Q4 		$1.24M Sell
33,139
-633
-2% -$22.1K ﹤0.01% 1080
2023
Q3 		$1.16M Buy
+33,772
New +$1.31M ﹤0.01% 1040
2023
Q2 		– Sell
-5,841
Closed -$255K – 572
2023
Q1 		$255K Buy
+5,841
New +$263K ﹤0.01% 471
2022
Q4 		– Sell
-32,850
Closed -$1.33M – 377
2022
Q3 		$1.33M Buy
+32,850
New +$1.59M 0.02% 210
2021
Q4 		– Sell
-23,172
Closed -$1.09M – 338
2021
Q3 		$1.09M Buy
+23,172
New +$1.12M 0.02% 207

Other funds holding WTRG

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's WTRG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Essential Utilities (WTRG) stake by 9.9% in Q2 2026, buying an estimated $332K and bringing the position to 96,716 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #1236.

Wealth Enhancement Advisory Services first reported a position in WTRG in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.71M in Q3 2025. 104 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 96,716 shares of Essential Utilities worth $3.41M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,698 Essential Utilities shares in Q2 2026, an estimated $332K.
  • Essential Utilities made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1236 holding.
  • Wealth Enhancement Advisory Services first reported a position in Essential Utilities in Q3 2021 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Essential Utilities position peaked at $3.71M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.