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WTRG icon

WealthCollab’s Essential Utilities WTRG Stock Holding History

WealthCollab’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 		$3.52K Hold
92
– – ﹤0.01% 788
2026
Q1 		$3.71K Hold
92
– – ﹤0.01% 746
2025
Q4 		$3.53K Hold
92
– – ﹤0.01% 795
2025
Q3 		$3.67K Hold
92
– – ﹤0.01% 739
2025
Q2 		$3.42K Hold
92
– – ﹤0.01% 717
2025
Q1 		$3.64K Buy
+92
New +$3.38K ﹤0.01% 678

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

WealthCollab's WTRG Position: Q2 2026 in Review

WealthCollab held its Essential Utilities (WTRG) position steady in Q2 2026 at 92 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

WealthCollab first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.71K in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • WealthCollab held 92 shares of Essential Utilities worth $3.52K as of Q2 2026.
  • WealthCollab left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #788 holding.
  • WealthCollab first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • WealthCollab's Essential Utilities position peaked at $3.71K in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.