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Planning Strategies Inc.’s Essential Utilities WTRG Stock Holding History

Planning Strategies Inc.’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 		$460 Buy
+12
New +$458 ﹤0.01% 873

Other funds holding WTRG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Planning Strategies Inc.'s WTRG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Essential Utilities (WTRG) in Q2 2026: 12 shares worth $460. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings.

204 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Planning Strategies Inc. held 12 shares of Essential Utilities worth $460 as of Q2 2026.
  • Essential Utilities was a new Planning Strategies Inc. position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #873 holding.
  • 204 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.