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BOLTON SECURITIES CORPORATION’s Essential Utilities WTRG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$150K Buy
3,840
+1
+0% +$40 0.01% 991
2026
Q2 		$147K Buy
3,839
+1
+0% +$38 0.01% 996
2026
Q1 		$155K Buy
+3,838
New +$151K 0.01% 883
2025
Q3 		$171K Buy
+4,296
New +$164K 0.01% 783
2025
Q1 		$237K Buy
+5,996
New +$220K 0.01% 652

Other funds holding WTRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WTRG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Essential Utilities (WTRG) stake by 0.03% in Q3 2026, buying an estimated $40 and bringing the position to 3,840 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #991.

BOLTON SECURITIES CORPORATION first reported a position in WTRG in Q1 2025 and has held it in 5 quarters since. The position peaked at $237K in Q1 2025. 473 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,840 shares of Essential Utilities worth $150K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1 Essential Utilities share in Q3 2026, an estimated $40.
  • Essential Utilities made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #991 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Essential Utilities in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Essential Utilities position peaked at $237K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.