Wells Fargo’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.7M | Sell |
592,104
-22,876
| -4% | -$873K | ﹤0.01% | 1532 |
|
|
2026
Q1 | $24.8M | Sell |
614,980
-52,566
| -8% | -$2.07M | ﹤0.01% | 1376 |
|
|
2025
Q4 | $25.6M | Sell |
667,546
-252,956
| -27% | -$9.95M | ﹤0.01% | 1329 |
|
|
2025
Q3 | $36.7M | Buy |
920,502
+308,873
| +51% | +$11.8M | 0.01% | 1096 |
|
|
2025
Q2 | $22.7M | Buy |
611,629
+89,105
| +17% | +$3.47M | ﹤0.01% | 1321 |
|
|
2025
Q1 | $20.7M | Sell |
522,524
-43,459
| -8% | -$1.6M | ﹤0.01% | 1319 |
|
|
2024
Q4 | $20.6M | Buy |
565,983
+38,439
| +7% | +$1.49M | ﹤0.01% | 1335 |
|
|
2024
Q3 | $20.3M | Buy |
527,544
+79,728
| +18% | +$3.13M | ﹤0.01% | 1287 |
|
|
2024
Q2 | $16.7M | Buy |
447,816
+27,255
| +6% | +$1.01M | ﹤0.01% | 1354 |
|
|
2024
Q1 | $15.6M | Buy |
420,561
+69,287
| +20% | +$2.51M | ﹤0.01% | 1394 |
|
|
2023
Q4 | $13.1M | Sell |
351,274
-17,865
| -5% | -$624K | ﹤0.01% | 1472 |
|
|
2023
Q3 | $12.7M | Buy |
369,139
+12,483
| +4% | +$484K | ﹤0.01% | 1388 |
|
|
2023
Q2 | $14.2M | Buy |
356,656
+1,558
| +0.4% | +$65.4K | ﹤0.01% | 1347 |
|
|
2023
Q1 | $15.5M | Sell |
355,098
-8,788
| -2% | -$396K | ﹤0.01% | 1281 |
|
|
2022
Q4 | $17.4M | Sell |
363,886
-4,676
| -1% | -$212K | 0.01% | 1195 |
|
|
2022
Q3 | $15.3M | Buy |
368,562
+1,177
| +0.3% | +$57K | 0.01% | 1244 |
|
|
2022
Q2 | $16.8M | Sell |
367,385
-10,697
| -3% | -$497K | 0.01% | 1236 |
|
|
2022
Q1 | $19.3M | Buy |
378,082
+6,344
| +2% | +$306K | 0.01% | 1325 |
|
|
2021
Q4 | $20M | Buy |
371,738
+6,748
| +2% | +$328K | 0.01% | 1342 |
|
|
2021
Q3 | $16.8M | Buy |
364,990
+47,854
| +15% | +$2.32M | ﹤0.01% | 1794 |
|
|
2021
Q2 | $14.5M | Buy |
317,136
+8,812
| +3% | +$413K | ﹤0.01% | 1921 |
|
|
2021
Q1 | $13.8M | Sell |
308,324
-100,324
| -25% | -$4.53M | ﹤0.01% | 1946 |
|
|
2020
Q4 | $19.3M | Buy |
408,648
+13,534
| +3% | +$601K | ﹤0.01% | 1588 |
|
|
2020
Q3 | $15.9M | Buy |
395,114
+8,163
| +2% | +$351K | ﹤0.01% | 1567 |
|
|
2020
Q2 | $16.3M | Sell |
386,951
-51,542
| -12% | -$2.18M | ﹤0.01% | 1493 |
|
|
2020
Q1 | $17.8M | Sell |
438,493
-26,875
| -6% | -$1.27M | 0.01% | 1297 |
|
|
2019
Q4 | $21.8M | Buy |
465,368
+11,568
| +3% | +$521K | 0.01% | 1401 |
|
|
2019
Q3 | $20.3M | Buy |
453,800
+23,634
| +5% | +$1.01M | 0.01% | 1429 |
|
|
2019
Q2 | $17.8M | Buy |
430,166
+13,707
| +3% | +$533K | 0.01% | 1543 |
|
|
2019
Q1 | $15.2M | Sell |
416,459
-8,287
| -2% | -$292K | ﹤0.01% | 1647 |
|
|
2018
Q4 | $14.5M | Sell |
424,746
-84,231
| -17% | -$2.92M | ﹤0.01% | 1605 |
|
|
2018
Q3 | $18.8M | Sell |
508,977
-82,790
| -14% | -$3.06M | 0.01% | 1546 |
|
|
2018
Q2 | $20.8M | Buy |
591,767
+92,534
| +19% | +$3.17M | 0.01% | 1467 |
|
|
2018
Q1 | $17M | Sell |
499,233
-117,583
| -19% | -$4.09M | 0.01% | 1572 |
|
|
2017
Q4 | $24.2M | Buy |
616,816
+77,145
| +14% | +$2.81M | 0.01% | 1336 |
|
|
2017
Q3 | $17.9M | Buy |
539,671
+69,923
| +15% | +$2.34M | 0.01% | 1491 |
|
|
2017
Q2 | $15.6M | Buy |
469,748
+25,933
| +6% | +$850K | 0.01% | 1558 |
|
|
2017
Q1 | $14.3M | Buy |
443,815
+78
| +0% | +$2.4K | ﹤0.01% | 1612 |
|
|
2016
Q4 | $13.3M | Buy |
443,737
+3,821
| +0.9% | +$114K | ﹤0.01% | 1647 |
|
|
2016
Q3 | $13.4M | Buy |
439,916
+9,136
| +2% | +$296K | ﹤0.01% | 1552 |
|
|
2016
Q2 | $15.4M | Buy |
430,780
+14,185
| +3% | +$462K | 0.01% | 1497 |
|
|
2016
Q1 | $13.3M | Buy |
416,595
+38,897
| +10% | +$1.2M | 0.01% | 1566 |
|
|
2015
Q4 | $11.3M | Buy |
377,698
+5,171
| +1% | +$149K | ﹤0.01% | 1728 |
|
|
2015
Q3 | $9.86M | Sell |
372,527
-13,209
| -3% | -$338K | ﹤0.01% | 1809 |
|
|
2015
Q2 | $9.45M | Buy |
385,736
+7,824
| +2% | +$205K | ﹤0.01% | 1960 |
|
|
2015
Q1 | $9.96M | Sell |
377,912
-221,160
| -37% | -$5.89M | ﹤0.01% | 1876 |
|
|
2014
Q4 | $16M | Sell |
599,072
-8,177
| -1% | -$210K | 0.01% | 1449 |
|
|
2014
Q3 | $14.3M | Sell |
607,249
-44,950
| -7% | -$1.1M | 0.01% | 1482 |
|
|
2014
Q2 | $17.1M | Sell |
652,199
-22,329
| -3% | -$561K | 0.01% | 1396 |
|
|
2014
Q1 | $16.9M | Sell |
674,528
-5,888
| -0.9% | -$142K | 0.01% | 1380 |
|
|
2013
Q4 | $16.1M | Buy |
680,416
+37,738
| +6% | +$920K | 0.01% | 1375 |
|
|
2013
Q3 | $15.9M | Buy |
642,678
+60,353
| +10% | +$1.54M | 0.01% | 1340 |
|
|
2013
Q2 | $14.6M | Buy |
+582,325
| New | +$14.8M | 0.01% | 1339 |
|
Other funds holding WTRG
AA
Wells Fargo's WTRG Position: Q2 2026 in Review
Wells Fargo reduced its Essential Utilities (WTRG) stake by 3.7% in Q2 2026, selling an estimated $873K and leaving 592,104 shares worth $22.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1532.
Wells Fargo first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.7M in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Wells Fargo held 592,104 shares of Essential Utilities worth $22.7M as of Q2 2026.
- Wells Fargo sold 22,876 Essential Utilities shares in Q2 2026, an estimated $873K.
- Essential Utilities made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1532 holding.
- Wells Fargo first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- Wells Fargo's Essential Utilities position peaked at $36.7M in Q3 2025.
- 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.