Ancora Advisors’s Essential Utilities WTRG Stock Holding History

Ancora Advisors’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	$31.3K	Hold	776	–	–	﹤0.01%	1343
2025 Q4	$29.8K	Buy	+776	New	+$30.5K	﹤0.01%	1357

Other funds holding WTRG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Ancora Advisors's WTRG Position: Q1 2026 in Review

Ancora Advisors held its Essential Utilities (WTRG) position steady in Q1 2026 at 776 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Ancora Advisors first reported a position in WTRG in Q4 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Ancora Advisors held 776 shares of Essential Utilities worth $31.3K as of Q1 2026.
Ancora Advisors left its Essential Utilities share count unchanged in Q1 2026.
Essential Utilities made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1343 holding.
Ancora Advisors first reported a position in Essential Utilities in Q4 2025 and has held it in 2 quarters since.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.