CFD
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Creative Financial Designs’s Essential Utilities WTRG Stock Holding History

Creative Financial Designs’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 		$27.3K Buy
677
+5
+0.7% +$197 ﹤0.01% 1099
2025
Q4 		$25.8K Sell
672
-1,912
-74% -$75.2K ﹤0.01% 1083
2025
Q3 		$103K Buy
2,584
+535
+26% +$20.4K 0.01% 641
2025
Q2 		$76.1K Sell
2,049
-4
-0.2% -$156 0.01% 740
2025
Q1 		$81.2K Buy
2,053
+17
+0.8% +$624 0.01% 674
2024
Q4 		$74K Sell
2,036
-90
-4% -$3.49K 0.01% 677
2024
Q3 		$82K Sell
2,126
-70
-3% -$2.75K 0.01% 641
2024
Q2 		$82K Buy
2,196
+1,923
+704% +$71.3K 0.01% 627
2024
Q1 		$10.1K Buy
273
+138
+102% +$5K ﹤0.01% 1135
2023
Q4 		$5.06K Sell
135
-85
-39% -$2.97K ﹤0.01% 1259
2023
Q3 		$7.56K Sell
220
-120
-35% -$4.65K ﹤0.01% 1100
2023
Q2 		$13.6K Buy
340
+50
+17% +$2.1K ﹤0.01% 934
2023
Q1 		$12.6K Buy
290
+2
+0.7% +$90 ﹤0.01% 907
2022
Q4 		$13.7K Buy
288
+2
+0.7% +$91 ﹤0.01% 843
2022
Q3 		$12K Buy
286
+1
+0.4% +$48 ﹤0.01% 863
2022
Q2 		$13K Buy
285
+2
+0.7% +$93 ﹤0.01% 824
2022
Q1 		$14K Buy
283
+2
+0.7% +$97 ﹤0.01% 843
2021
Q4 		$15K Sell
281
-278
-50% -$13.5K ﹤0.01% 827
2021
Q3 		$26K Buy
559
+3
+0.5% +$145 ﹤0.01% 800
2021
Q2 		$25K Buy
556
+2
+0.4% +$94 ﹤0.01% 799
2021
Q1 		$25K Buy
554
+236
+74% +$10.7K ﹤0.01% 731
2020
Q4 		$15K Buy
318
+317
+31,700% +$14.1K ﹤0.01% 782
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1306
2020
Q2 		$0 Hold
1
– – ﹤0.01% 1200
2020
Q1 		$0 Buy
+1
New +$47 ﹤0.01% 608

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

Creative Financial Designs's WTRG Position: Q1 2026 in Review

Creative Financial Designs increased its Essential Utilities (WTRG) stake by 0.74% in Q1 2026, buying an estimated $197 and bringing the position to 677 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Creative Financial Designs first reported a position in WTRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $103K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Creative Financial Designs held 677 shares of Essential Utilities worth $27.3K as of Q1 2026.
  • Creative Financial Designs bought 5 Essential Utilities shares in Q1 2026, an estimated $197.
  • Essential Utilities made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1099 holding.
  • Creative Financial Designs first reported a position in Essential Utilities in Q1 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's Essential Utilities position peaked at $103K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.