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Coastal Bridge Advisors’s Essential Utilities WTRG Stock Holding History

Coastal Bridge Advisors’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 		$441K Buy
10,944
+87
+0.8% +$3.42K 0.03% 330
2025
Q4 		$416K Hold
10,857
– – 0.03% 329
2025
Q3 		$433K Sell
10,857
-108
-1% -$4.12K 0.03% 317
2025
Q2 		$407K Buy
10,965
+1
+0% +$39 0.03% 312
2025
Q1 		$433K Buy
+10,964
New +$403K 0.11% 171

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 $105B AUM 38.07% 1-Year Est. Return

Coastal Bridge Advisors's WTRG Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Essential Utilities (WTRG) stake by 0.8% in Q1 2026, buying an estimated $3.42K and bringing the position to 10,944 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #330.

Coastal Bridge Advisors first reported a position in WTRG in Q1 2025 and has held it in 5 quarters since. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Coastal Bridge Advisors held 10,944 shares of Essential Utilities worth $441K as of Q1 2026.
  • Coastal Bridge Advisors bought 87 Essential Utilities shares in Q1 2026, an estimated $3.42K.
  • Essential Utilities made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #330 holding.
  • Coastal Bridge Advisors first reported a position in Essential Utilities in Q1 2025 and has held it in 5 quarters since.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.