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Centaurus Financial’s Essential Utilities WTRG Stock Holding History

Centaurus Financial’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 		$201K Buy
4,989
+253
+5% +$9.96K 0.01% 821
2025
Q4 		$182K Sell
4,736
-7
-0.1% -$275 0.01% 837
2025
Q3 		$189K Buy
4,743
+4
+0.1% +$152 0.01% 810
2025
Q2 		$176K Buy
4,739
+3
+0.1% +$117 0.01% 759
2025
Q1 		$187K Buy
4,736
+4
+0.1% +$147 0.01% 695
2024
Q4 		$172K Sell
4,732
-123
-3% -$4.77K 0.01% 699
2024
Q3 		$187K Buy
4,855
+3
+0.1% +$118 0.01% 654
2024
Q2 		$181K Buy
4,852
+4
+0.1% +$148 0.01% 630
2024
Q1 		$180K Buy
4,848
+3
+0.1% +$109 0.01% 642
2023
Q4 		$181K Buy
4,845
+4
+0.1% +$140 0.01% 617
2023
Q3 		$166K Buy
4,841
+3
+0.1% +$116 0.01% 609
2023
Q2 		$193K Sell
4,838
-166
-3% -$6.96K 0.02% 588
2023
Q1 		$218K Buy
5,004
+171
+4% +$7.71K 0.02% 641
2022
Q4 		$231K Sell
4,833
-413
-8% -$18.7K 0.02% 567
2022
Q3 		$217K Buy
5,246
+376
+8% +$18.2K 0.02% 594
2022
Q2 		$223K Sell
4,870
-5
-0.1% -$232 0.02% 582
2022
Q1 		$249K Sell
4,875
-291
-6% -$14K 0.02% 596
2021
Q4 		$277K Buy
5,166
+2
+0% +$97 0.02% 594
2021
Q3 		$238K Sell
5,164
-37
-0.7% -$1.79K 0.02% 607
2021
Q2 		$238K Buy
5,201
+41
+0.8% +$1.92K 0.02% 631
2021
Q1 		$231K Buy
5,160
+3
+0.1% +$135 0.02% 562
2020
Q4 		$244K Buy
5,157
+300
+6% +$13.3K 0.03% 509
2020
Q3 		$196K Hold
4,857
– – 0.03% 454
2020
Q2 		$205K Sell
4,857
-100
-2% -$4.22K 0.03% 423
2020
Q1 		$202K Hold
4,957
– – 0.04% 337
2019
Q4 		$233K Buy
+4,957
New +$223K 0.03% 423
2018
Q3 		– Sell
-6
Closed – – 2052
2018
Q2 		$0 Buy
+6
New +$206 ﹤0.01% 2411

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

Centaurus Financial's WTRG Position: Q1 2026 in Review

Centaurus Financial increased its Essential Utilities (WTRG) stake by 5.3% in Q1 2026, buying an estimated $9.96K and bringing the position to 4,989 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #821.

Centaurus Financial first reported a position in WTRG in Q2 2018 and has held it in 27 quarters since. The position peaked at $277K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Centaurus Financial held 4,989 shares of Essential Utilities worth $201K as of Q1 2026.
  • Centaurus Financial bought 253 Essential Utilities shares in Q1 2026, an estimated $9.96K.
  • Essential Utilities made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #821 holding.
  • Centaurus Financial first reported a position in Essential Utilities in Q2 2018 and has held it in 27 quarters since.
  • Centaurus Financial's Essential Utilities position peaked at $277K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.