Back to WTRG
HB Wealth Management, LLC → WTRG
HB Wealth Management, LLC WTRG Position History
Essential Utilities, Inc. • Utilities
Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $579K |
| Q1 2026 | $733K |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 40.0K | — | — |
| Q2 2026 | $1.1M | 29.1K | — | — |
| Q1 2026 | $733K | 18.2K | — | — |
| Q4 2025 | $579K | 15.1K | — | — |
Other funds holding WTRG
$552.8M
$502.6M
$502.6M
$500.6M
$283.6M
$163.6M
$159.1M