Back to WTRG
Kestra Advisory Services, LLC → WTRG
Kestra Advisory Services, LLC WTRG Position History
Essential Utilities, Inc. • Utilities
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 34.6K | — | — |
| Q2 2026 | $1.2M | 31.2K | — | — |
| Q1 2026 | $1.5M | 37.6K | — | — |
| Q4 2025 | $1.2M | 30.1K | — | — |
| Q3 2025 | $1.1M | 27.3K | — | — |
Other funds holding WTRG
$552.8M
$502.6M
$502.6M
$500.6M
$283.6M
$163.6M