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Anchor Investment Management’s Essential Utilities WTRG Stock Holding History

Anchor Investment Management’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
Q1 		$226K Buy
5,602
+35
+0.6% +$1.38K 0.02% 367
2025
Q4 		$214K Sell
5,567
-765
-12% -$30.1K 0.02% 371
2025
Q3 		$253K Sell
6,332
-516
-8% -$19.7K 0.02% 344
2025
Q2 		$254K Buy
6,848
+327
+5% +$12.7K 0.02% 331
2025
Q1 		$258K Buy
6,521
+26
+0.4% +$955 0.02% 330
2024
Q4 		$236K Buy
6,495
+25
+0.4% +$970 0.02% 342
2024
Q3 		$250K Buy
6,470
+26
+0.4% +$1.02K 0.02% 332
2024
Q2 		$241K Buy
6,444
+25
+0.4% +$927 0.02% 321
2024
Q1 		$238K Buy
6,419
+26
+0.4% +$943 0.02% 333
2023
Q4 		$239K Buy
6,393
+26
+0.4% +$908 0.03% 325
2023
Q3 		$219K Buy
6,367
+25
+0.4% +$969 0.03% 324
2023
Q2 		$253K Buy
6,342
+21
+0.3% +$881 0.03% 306
2023
Q1 		$276K Sell
6,321
-1,325
-17% -$59.8K 0.04% 296
2022
Q4 		$365K Hold
7,646
– – 0.05% 258
2022
Q3 		$316K Hold
7,646
– – 0.05% 265
2022
Q2 		$351K Hold
7,646
– – 0.05% 265
2022
Q1 		$391K Buy
7,646
+1,550
+25% +$74.8K 0.05% 281
2021
Q4 		$327K Hold
6,096
– – 0.04% 314
2021
Q3 		$281K Sell
6,096
-1,325
-18% -$64.2K 0.04% 310
2021
Q2 		$339K Hold
7,421
– – 0.05% 287
2021
Q1 		$332K Hold
7,421
– – 0.05% 272
2020
Q4 		$351K Sell
7,421
-263
-3% -$11.7K 0.06% 219
2020
Q3 		$309K Hold
7,684
– – 0.06% 217
2020
Q2 		$325K Hold
7,684
– – 0.07% 196
2020
Q1 		$313K Buy
7,684
+5
+0.1% +$236 0.08% 192
2019
Q4 		$360K Hold
7,679
– – 0.08% 206
2019
Q3 		$344K Sell
7,679
-100
-1% -$4.29K 0.08% 209
2019
Q2 		$322K Hold
7,779
– – 0.08% 218
2019
Q1 		$283K Buy
7,779
+1,025
+15% +$36.1K 0.07% 230
2018
Q4 		$231K Hold
6,754
– – 0.07% 242
2018
Q3 		$249K Sell
6,754
-100
-1% -$3.7K 0.06% 267
2018
Q2 		$241K Sell
6,854
-100
-1% -$3.43K 0.06% 269
2018
Q1 		$237K Hold
6,954
– – 0.06% 267
2017
Q4 		$273K Buy
6,954
+3,741
+116% +$136K 0.07% 243
2017
Q3 		$107K Hold
3,213
– – 0.03% 342
2017
Q2 		$107K Sell
3,213
-100
-3% -$3.28K 0.04% 310
2017
Q1 		$107K Sell
3,313
-100
-3% -$3.07K 0.04% 312
2016
Q4 		$103K Hold
3,413
– – 0.04% 306
2016
Q3 		$104K Sell
3,413
-100
-3% -$3.24K 0.04% 292
2016
Q2 		$125K Sell
3,513
-100
-3% -$3.26K 0.05% 263
2016
Q1 		$115K Buy
+3,613
New +$112K 0.05% 268

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Anchor Investment Management's WTRG Position: Q1 2026 in Review

Anchor Investment Management increased its Essential Utilities (WTRG) stake by 0.63% in Q1 2026, buying an estimated $1.38K and bringing the position to 5,602 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #367.

Anchor Investment Management first reported a position in WTRG in Q1 2016 and has held it in 41 quarters since. The position peaked at $391K in Q1 2022. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Anchor Investment Management held 5,602 shares of Essential Utilities worth $226K as of Q1 2026.
  • Anchor Investment Management bought 35 Essential Utilities shares in Q1 2026, an estimated $1.38K.
  • Essential Utilities made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #367 holding.
  • Anchor Investment Management first reported a position in Essential Utilities in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Essential Utilities position peaked at $391K in Q1 2022.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.