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Atomi Financial Group’s Essential Utilities WTRG Stock Holding History

Atomi Financial Group’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 		$450K Sell
11,186
-427
-4% -$16.8K 0.01% 758
2025
Q4 		$445K Buy
11,613
+803
+7% +$31.6K 0.01% 747
2025
Q3 		$431K Sell
10,810
-1,721
-14% -$65.6K 0.01% 705
2025
Q2 		$465K Buy
12,531
+1,065
+9% +$41.5K 0.02% 624
2025
Q1 		$453K Buy
11,466
+2,493
+28% +$91.6K 0.02% 577
2024
Q4 		$326K Sell
8,973
-427
-5% -$16.6K 0.02% 682
2024
Q3 		$363K Buy
9,400
+557
+6% +$21.9K 0.02% 588
2024
Q2 		$330K Sell
8,843
-1,653
-16% -$61.3K 0.02% 550
2024
Q1 		$389K Buy
+10,496
New +$381K 0.04% 432

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

Atomi Financial Group's WTRG Position: Q1 2026 in Review

Atomi Financial Group reduced its Essential Utilities (WTRG) stake by 3.7% in Q1 2026, selling an estimated $16.8K and leaving 11,186 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #758.

Atomi Financial Group first reported a position in WTRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $465K in Q2 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Atomi Financial Group held 11,186 shares of Essential Utilities worth $450K as of Q1 2026.
  • Atomi Financial Group sold 427 Essential Utilities shares in Q1 2026, an estimated $16.8K.
  • Essential Utilities made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #758 holding.
  • Atomi Financial Group first reported a position in Essential Utilities in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Essential Utilities position peaked at $465K in Q2 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.