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Arcadia Investment Management’s Essential Utilities WTRG Stock Holding History

Arcadia 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 		$2.54M Sell
63,175
-1,500
-2% -$59K 0.44% 50
2025
Q4 		$2.48M Sell
64,675
-1,575
-2% -$62K 0.4% 47
2025
Q3 		$2.64M Buy
66,250
+4,050
+7% +$154K 0.41% 51
2025
Q2 		$2.31M Sell
62,200
-952
-2% -$37.1K 0.37% 54
2025
Q1 		$2.5M Buy
63,152
+455
+0.7% +$16.7K 0.45% 48
2024
Q4 		$2.28M Sell
62,697
-3,323
-5% -$129K 0.36% 52
2024
Q3 		$2.55M Sell
66,020
-10,525
-14% -$414K 0.42% 49
2024
Q2 		$2.86M Sell
76,545
-2,560
-3% -$95K 0.49% 47
2024
Q1 		$2.93M Buy
79,105
+20,550
+35% +$745K 0.52% 48
2023
Q4 		$2.19M Buy
58,555
+16,174
+38% +$565K 0.42% 51
2023
Q3 		$1.45M Buy
42,381
+5,376
+15% +$208K 0.31% 57
2023
Q2 		$1.48M Buy
37,005
+7,508
+25% +$315K 0.3% 57
2023
Q1 		$1.29M Sell
29,497
-32,420
-52% -$1.46M 0.28% 63
2022
Q4 		$2.96M Sell
61,917
-2,459
-4% -$111K 0.69% 43
2022
Q3 		$2.66M Buy
64,376
+8,265
+15% +$400K 0.64% 49
2022
Q2 		$2.57M Sell
56,111
-309
-0.5% -$14.4K 0.57% 49
2022
Q1 		$2.88M Sell
56,420
-1,155
-2% -$55.7K 0.55% 47
2021
Q4 		$3.09M Sell
57,575
-2,812
-5% -$137K 0.52% 54
2021
Q3 		$2.78M Buy
60,387
+10,352
+21% +$501K 0.51% 52
2021
Q2 		$2.29M Buy
50,035
+9,295
+23% +$436K 0.43% 55
2021
Q1 		$1.82M Buy
40,740
+22,210
+120% +$1M 0.37% 57
2020
Q4 		$876K Buy
18,530
+150
+0.8% +$6.66K 0.18% 77
2020
Q3 		$740K Buy
18,380
+1,150
+7% +$49.4K 0.16% 81
2020
Q2 		$728K Buy
17,230
+5,630
+49% +$238K 0.18% 77
2020
Q1 		$472K Buy
11,600
+200
+2% +$9.44K 0.14% 89
2019
Q4 		$535K Buy
11,400
+350
+3% +$15.8K 0.14% 87
2019
Q3 		$495K Buy
11,050
+900
+9% +$38.6K 0.14% 89
2019
Q2 		$420K Hold
10,150
– – 0.11% 93
2019
Q1 		$370K Buy
10,150
+1,150
+13% +$40.5K 0.11% 93
2018
Q4 		$308K Sell
9,000
-1,175
-12% -$40.7K 0.1% 95
2018
Q3 		$375K Sell
10,175
-495
-5% -$18.3K 0.1% 95
2018
Q2 		$375K Buy
10,670
+800
+8% +$27.4K 0.1% 97
2018
Q1 		$336K Hold
9,870
– – 0.09% 99
2017
Q4 		$387K Buy
9,870
+2,395
+32% +$87.3K 0.11% 99
2017
Q3 		$248K Hold
7,475
– – 0.08% 109
2017
Q2 		$249K Sell
7,475
-5,500
-42% -$180K 0.08% 113
2017
Q1 		$417K Buy
12,975
+5,900
+83% +$181K 0.13% 101
2016
Q4 		$213K Buy
7,075
+2,925
+70% +$87.2K 0.07% 116
2016
Q3 		$126K Hold
4,150
– – 0.04% 132
2016
Q2 		$148K Buy
4,150
+200
+5% +$6.51K 0.05% 128
2016
Q1 		$126K Hold
3,950
– – 0.04% 123
2015
Q4 		$118K Buy
3,950
+300
+8% +$8.63K 0.04% 129
2015
Q3 		$96K Hold
3,650
– – 0.03% 121
2015
Q2 		$89K Buy
+3,650
New +$95.8K 0.02% 133

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 $105B AUM 38.07% 1-Year Est. Return

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

Arcadia Investment Management reduced its Essential Utilities (WTRG) stake by 2.3% in Q1 2026, selling an estimated $59K and leaving 63,175 shares worth $2.54M. The position accounts for 0.44% of the portfolio, ranked #50.

Arcadia Investment Management first reported a position in WTRG in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.09M in Q4 2021. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Arcadia Investment Management held 63,175 shares of Essential Utilities worth $2.54M as of Q1 2026.
  • Arcadia Investment Management sold 1,500 Essential Utilities shares in Q1 2026, an estimated $59K.
  • Essential Utilities made up 0.44% of Arcadia Investment Management's portfolio in Q1 2026, its #50 holding.
  • Arcadia Investment Management first reported a position in Essential Utilities in Q2 2015 and has held it in 44 quarters since.
  • Arcadia Investment Management's Essential Utilities position peaked at $3.09M in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.