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Atria Investments’s Essential Utilities WTRG Stock Holding History

Atria Investments’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 		$1.42M Buy
35,198
+1,092
+3% +$43K 0.02% 875
2025
Q4 		$1.31M Sell
34,106
-3,524
-9% -$139K 0.01% 926
2025
Q3 		$1.5M Buy
37,630
+18,280
+94% +$697K 0.02% 844
2025
Q2 		$719K Buy
+19,350
New +$754K 0.01% 1223
2020
Q2 		– Sell
-8,203
Closed -$334K – 777
2020
Q1 		$334K Buy
+8,203
New +$387K 0.03% 426

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

Atria Investments's WTRG Position: Q1 2026 in Review

Atria Investments increased its Essential Utilities (WTRG) stake by 3.2% in Q1 2026, buying an estimated $43K and bringing the position to 35,198 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #875.

Atria Investments first reported a position in WTRG in Q1 2020 and has held it in 5 quarters since. The position peaked at $1.5M in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Atria Investments held 35,198 shares of Essential Utilities worth $1.42M as of Q1 2026.
  • Atria Investments bought 1,092 Essential Utilities shares in Q1 2026, an estimated $43K.
  • Essential Utilities made up 0.02% of Atria Investments's portfolio in Q1 2026, its #875 holding.
  • Atria Investments first reported a position in Essential Utilities in Q1 2020 and has held it in 5 quarters since.
  • Atria Investments's Essential Utilities position peaked at $1.5M in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.