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Compass Ion Advisors’s Essential Utilities WTRG Stock Holding History

Compass Ion 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 		$494K Buy
+12,257
New +$482K 0.05% 179

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

Compass Ion Advisors's WTRG Position: Q1 2026 in Review

Compass Ion Advisors opened a new position in Essential Utilities (WTRG) in Q1 2026: 12,257 shares worth $494K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings.

694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Compass Ion Advisors held 12,257 shares of Essential Utilities worth $494K as of Q1 2026.
  • Essential Utilities was a new Compass Ion Advisors position in Q1 2026.
  • Essential Utilities made up 0.05% of Compass Ion Advisors's portfolio in Q1 2026, its #179 holding.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.