Carson Wealth (CWM LLC)’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.03M | Buy |
50,380
+11,959
| +31% | +$471K | 0.01% | 1188 |
|
|
2025
Q4 | $1.47M | Sell |
38,421
-1,731
| -4% | -$68.1K | ﹤0.01% | 1296 |
|
|
2025
Q3 | $1.6M | Buy |
40,152
+24,465
| +156% | +$933K | ﹤0.01% | 1186 |
|
|
2025
Q2 | $583K | Buy |
15,687
+3,940
| +34% | +$153K | ﹤0.01% | 1522 |
|
|
2025
Q1 | $464K | Sell |
11,747
-1,965
| -14% | -$72.2K | ﹤0.01% | 1476 |
|
|
2024
Q4 | $498K | Buy |
13,712
+1,717
| +14% | +$66.6K | ﹤0.01% | 1384 |
|
|
2024
Q3 | $463K | Buy |
11,995
+1,397
| +13% | +$54.9K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $396K | Sell |
10,598
-6
| -0.1% | -$223 | ﹤0.01% | 1282 |
|
|
2024
Q1 | $393K | Buy |
10,604
+640
| +6% | +$23.2K | ﹤0.01% | 1220 |
|
|
2023
Q4 | $372K | Buy |
9,964
+6,108
| +158% | +$213K | ﹤0.01% | 1175 |
|
|
2023
Q3 | $132K | Buy |
3,856
+933
| +32% | +$36.1K | ﹤0.01% | 1487 |
|
|
2023
Q2 | $117K | Sell |
2,923
-3,285
| -53% | -$138K | ﹤0.01% | 1499 |
|
|
2023
Q1 | $271K | Buy |
6,208
+855
| +16% | +$38.6K | ﹤0.01% | 1089 |
|
|
2022
Q4 | $255K | Buy |
5,353
+1,580
| +42% | +$71.5K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $156K | Buy |
3,773
+215
| +6% | +$10.4K | ﹤0.01% | 1149 |
|
|
2022
Q2 | $163K | Buy |
3,558
+2,773
| +353% | +$129K | ﹤0.01% | 1130 |
|
|
2022
Q1 | $40K | Sell |
785
-420
| -35% | -$20.3K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $65K | Buy |
+1,205
| New | +$58.5K | ﹤0.01% | 1474 |
|
|
2021
Q2 | $15K | Hold |
332
| – | – | ﹤0.01% | 1941 |
|
|
2021
Q1 | $15K | Hold |
332
| – | – | ﹤0.01% | 1940 |
|
|
2020
Q4 | $15K | Hold |
332
| – | – | ﹤0.01% | 1940 |
|
|
2020
Q3 | $15K | Hold |
332
| – | – | ﹤0.01% | 1940 |
|
|
2020
Q2 | $15K | Hold |
332
| – | – | ﹤0.01% | 1940 |
|
|
2020
Q1 | $15K | Hold |
332
| – | – | ﹤0.01% | 1939 |
|
|
2019
Q4 | $15K | Hold |
332
| – | – | ﹤0.01% | 1939 |
|
|
2019
Q3 | $15K | Hold |
332
| – | – | ﹤0.01% | 1939 |
|
|
2019
Q2 | $15K | Hold |
332
| – | – | ﹤0.01% | 1939 |
|
|
2019
Q1 | $15K | Sell |
332
-67,616
| -100% | -$2.38M | ﹤0.01% | 1939 |
|
|
2018
Q4 | $2.32M | Buy |
67,948
+58,334
| +607% | +$2.02M | 0.06% | 266 |
|
|
2018
Q3 | $355K | Buy |
9,614
+9,424
| +4,960% | +$349K | 0.01% | 418 |
|
|
2018
Q2 | $7K | Buy |
+190
| New | +$6.51K | ﹤0.01% | 1121 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1599 |
|
|
2017
Q3 | $3K | Sell |
100
-533
| -84% | -$17.9K | ﹤0.01% | 1236 |
|
|
2017
Q2 | $21K | Sell |
633
-164
| -21% | -$5.38K | ﹤0.01% | 625 |
|
|
2017
Q1 | $26K | Buy |
797
+722
| +963% | +$22.2K | ﹤0.01% | 563 |
|
|
2016
Q4 | $2K | Buy |
+75
| New | +$2.24K | ﹤0.01% | 1008 |
|
Other funds holding WTRG
VPM
VCM
Carson Wealth (CWM LLC)'s WTRG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Essential Utilities (WTRG) stake by 31% in Q1 2026, buying an estimated $471K and bringing the position to 50,380 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1188.
Carson Wealth (CWM LLC) first reported a position in WTRG in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.32M in Q4 2018. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Carson Wealth (CWM LLC) held 50,380 shares of Essential Utilities worth $2.03M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 11,959 Essential Utilities shares in Q1 2026, an estimated $471K.
- Essential Utilities made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1188 holding.
- Carson Wealth (CWM LLC) first reported a position in Essential Utilities in Q4 2016 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Essential Utilities position peaked at $2.32M in Q4 2018.
- 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.