Corient Private Wealth
WTRG icon

Corient Private Wealth’s Essential Utilities WTRG Stock Holding History

Corient Private Wealth’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 		$1.67M Sell
41,571
-54,738
-57% -$2.15M ﹤0.01% 1357
2025
Q4 		$3.68M Buy
96,309
+55,143
+134% +$2.17M ﹤0.01% 1212
2025
Q3 		$1.64M Buy
41,166
+7,102
+21% +$271K ﹤0.01% 1160
2025
Q2 		$1.27M Sell
34,064
-6,698
-16% -$261K ﹤0.01% 1255
2025
Q1 		$1.61M Buy
40,762
+566
+1% +$20.8K ﹤0.01% 1060
2024
Q4 		$1.46M Sell
40,196
-2,507
-6% -$97.3K ﹤0.01% 1131
2024
Q3 		$1.65M Sell
42,703
-3,408
-7% -$134K ﹤0.01% 1187
2024
Q2 		$1.72M Buy
46,111
+378
+0.8% +$14K ﹤0.01% 1091
2024
Q1 		$1.69M Sell
45,733
-6,280
-12% -$228K ﹤0.01% 1105
2023
Q4 		$1.94M Buy
52,013
+15,110
+41% +$527K ﹤0.01% 1014
2023
Q3 		$1.27M Sell
36,903
-15,533
-30% -$602K ﹤0.01% 1113
2023
Q2 		$2.09M Buy
52,436
+8,174
+18% +$343K ﹤0.01% 881
2023
Q1 		$1.93M Buy
44,262
+9,252
+26% +$417K 0.01% 856
2022
Q4 		$1.67M Buy
+35,010
New +$1.58M 0.01% 763

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

Corient Private Wealth's WTRG Position: Q1 2026 in Review

Corient Private Wealth reduced its Essential Utilities (WTRG) stake by 57% in Q1 2026, selling an estimated $2.15M and leaving 41,571 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Corient Private Wealth first reported a position in WTRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.68M in Q4 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Corient Private Wealth held 41,571 shares of Essential Utilities worth $1.67M as of Q1 2026.
  • Corient Private Wealth sold 54,738 Essential Utilities shares in Q1 2026, an estimated $2.15M.
  • Essential Utilities made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1357 holding.
  • Corient Private Wealth first reported a position in Essential Utilities in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Essential Utilities position peaked at $3.68M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.