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WealthTrust Axiom’s Essential Utilities WTRG Stock Holding History

WealthTrust Axiom’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 		$445K Buy
11,607
+187
+2% +$7.14K 0.1% 163
2026
Q1 		$460K Hold
11,420
– – 0.11% 154
2025
Q4 		$438K Hold
11,420
– – 0.11% 154
2025
Q3 		$456K Sell
11,420
-628
-5% -$23.9K 0.12% 152
2025
Q2 		$447K Hold
12,048
– – 0.13% 146
2025
Q1 		$476K Buy
+12,048
New +$442K 0.15% 131

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

WealthTrust Axiom's WTRG Position: Q2 2026 in Review

WealthTrust Axiom increased its Essential Utilities (WTRG) stake by 1.6% in Q2 2026, buying an estimated $7.14K and bringing the position to 11,607 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #163.

WealthTrust Axiom first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $476K in Q1 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • WealthTrust Axiom held 11,607 shares of Essential Utilities worth $445K as of Q2 2026.
  • WealthTrust Axiom bought 187 Essential Utilities shares in Q2 2026, an estimated $7.14K.
  • Essential Utilities made up 0.1% of WealthTrust Axiom's portfolio in Q2 2026, its #163 holding.
  • WealthTrust Axiom first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • WealthTrust Axiom's Essential Utilities position peaked at $476K in Q1 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.