WA
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Westfuller Advisors’s Essential Utilities WTRG Stock Holding History

Westfuller Advisors’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 		$11.9K Buy
310
+3
+1% +$115 ﹤0.01% 460
2026
Q1 		$12.4K Buy
307
+2
+0.7% +$79 0.01% 417
2025
Q4 		$11.7K Buy
305
+3
+1% +$118 ﹤0.01% 442
2025
Q3 		$12.1K Buy
+302
New +$11.5K 0.01% 435

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

Westfuller Advisors's WTRG Position: Q2 2026 in Review

Westfuller Advisors increased its Essential Utilities (WTRG) stake by 0.98% in Q2 2026, buying an estimated $115 and bringing the position to 310 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Westfuller Advisors first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.4K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Westfuller Advisors held 310 shares of Essential Utilities worth $11.9K as of Q2 2026.
  • Westfuller Advisors bought 3 Essential Utilities shares in Q2 2026, an estimated $115.
  • Essential Utilities made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #460 holding.
  • Westfuller Advisors first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Essential Utilities position peaked at $12.4K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.