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Brooklyn Investment Group’s Essential Utilities WTRG Stock Holding History

Brooklyn Investment 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 		$748K Buy
18,564
+6,960
+60% +$274K 0.02% 727
2025
Q4 		$449K Buy
+11,604
New +$457K 0.02% 744
2025
Q3 		– Sell
-4,063
Closed -$151K – 2725
2025
Q2 		$151K Buy
4,063
+2,703
+199% +$105K 0.02% 740
2025
Q1 		$53.8K Buy
1,360
+686
+102% +$25.2K 0.01% 750
2024
Q4 		$24.5K Buy
674
+2
+0.3% +$78 0.01% 703
2024
Q3 		$25.9K Buy
+672
New +$26.4K 0.01% 607

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Brooklyn Investment Group's WTRG Position: Q1 2026 in Review

Brooklyn Investment Group increased its Essential Utilities (WTRG) stake by 60% in Q1 2026, buying an estimated $274K and bringing the position to 18,564 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #727.

Brooklyn Investment Group first reported a position in WTRG in Q3 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Brooklyn Investment Group held 18,564 shares of Essential Utilities worth $748K as of Q1 2026.
  • Brooklyn Investment Group bought 6,960 Essential Utilities shares in Q1 2026, an estimated $274K.
  • Essential Utilities made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #727 holding.
  • Brooklyn Investment Group first reported a position in Essential Utilities in Q3 2024 and has held it in 6 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.