Atria Wealth Solutions’s Essential Utilities WTRG Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-13,864	Closed	-$504K	–	2095
2024 Q4	$504K	Buy	+13,864	New	+$538K	0.01%	1276
2024 Q2	–	Sell	-20,597	Closed	-$763K	–	2078
2024 Q1	$763K	Sell	20,597 -1,446	-7%	-$52.4K	0.01%	1039
2023 Q4	$823K	Buy	22,043 +13,630	+162%	+$476K	0.01%	953
2023 Q3	$289K	Buy	8,413 +177	+2%	+$6.86K	﹤0.01%	1437
2023 Q2	$329K	Sell	8,236 -125	-1%	-$5.25K	﹤0.01%	1377
2023 Q1	$365K	Sell	8,361 -8,142	-49%	-$367K	0.01%	1314
2022 Q4	$788K	Buy	16,503 +4,644	+39%	+$210K	0.01%	867
2022 Q3	$491K	Sell	11,859 -5,415	-31%	-$262K	0.01%	1028
2022 Q2	$792K	Buy	17,274 +3,637	+27%	+$169K	0.01%	801
2022 Q1	$697K	Buy	+13,637	New	+$658K	0.01%	897

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's WTRG Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 13,864 shares — an estimated $504K sold.

Atria Wealth Solutions first reported a position in WTRG in Q1 2022 and held it in 10 quarters. The position peaked at $823K in Q4 2023. 679 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

Atria Wealth Solutions reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 13,864 Essential Utilities shares in Q1 2025, an estimated $504K.
Atria Wealth Solutions first reported a position in Essential Utilities in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's Essential Utilities position peaked at $823K in Q4 2023.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.