BWM
WTRG icon

Blossom Wealth Management’s Essential Utilities WTRG Stock Holding History

Blossom Wealth 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 		$607K Sell
15,069
-805
-5% -$31.7K 0.9% 35
2025
Q4 		$609K Sell
15,874
-1,886
-11% -$74.2K 1.01% 30
2025
Q3 		$709K Buy
17,760
+75
+0.4% +$2.86K 1.14% 25
2025
Q2 		$657K Buy
17,685
+70
+0.4% +$2.73K 1.16% 23
2025
Q1 		$696K Buy
17,615
+1,765
+11% +$64.8K 1.4% 23
2024
Q4 		$576K Buy
15,850
+1,070
+7% +$41.5K 1.11% 27
2024
Q3 		$570K Buy
14,780
+465
+3% +$18.3K 1.15% 27
2024
Q2 		$534K Buy
14,315
+80
+0.6% +$2.97K 1.16% 25
2024
Q1 		$527K Buy
14,235
+415
+3% +$15K 1.27% 24
2023
Q4 		$516K Buy
13,820
+931
+7% +$32.5K 1.39% 25
2023
Q3 		$442K Buy
12,889
+295
+2% +$11.4K 1.42% 25
2023
Q2 		$503K Buy
12,594
+425
+3% +$17.8K 1.84% 18
2023
Q1 		$531K Buy
12,169
+1,700
+16% +$76.7K 2.16% 15
2022
Q4 		$500K Buy
10,469
+50
+0.5% +$2.26K 2.41% 15
2022
Q3 		$431K Buy
10,419
+35
+0.3% +$1.7K 2.43% 15
2022
Q2 		$476K Buy
10,384
+510
+5% +$23.7K 2.41% 14
2022
Q1 		$505K Buy
9,874
+789
+9% +$38.1K 2.28% 15
2021
Q4 		$488K Buy
9,085
+660
+8% +$32K 2.4% 14
2021
Q3 		$388K Buy
+8,425
New +$408K 2.31% 19

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

Blossom Wealth Management's WTRG Position: Q1 2026 in Review

Blossom Wealth Management reduced its Essential Utilities (WTRG) stake by 5.1% in Q1 2026, selling an estimated $31.7K and leaving 15,069 shares worth $607K. The position accounts for 0.9% of the portfolio, ranked #35.

Blossom Wealth Management first reported a position in WTRG in Q3 2021 and has held it in 19 quarters since. The position peaked at $709K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Blossom Wealth Management held 15,069 shares of Essential Utilities worth $607K as of Q1 2026.
  • Blossom Wealth Management sold 805 Essential Utilities shares in Q1 2026, an estimated $31.7K.
  • Essential Utilities made up 0.9% of Blossom Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Blossom Wealth Management first reported a position in Essential Utilities in Q3 2021 and has held it in 19 quarters since.
  • Blossom Wealth Management's Essential Utilities position peaked at $709K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.