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Dakota Wealth Management’s Essential Utilities WTRG Stock Holding History

Dakota Wealth Management’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 		– Sell
-17,848
Closed -$685K – 845
2025
Q4 		$685K Buy
+17,848
New +$702K 0.01% 485

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Vanguard Capital Management
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State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dakota Wealth Management's WTRG Position: Q1 2026 in Review

Dakota Wealth Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 17,848 shares — an estimated $685K sold.

Dakota Wealth Management first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $685K in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Dakota Wealth Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 17,848 Essential Utilities shares in Q1 2026, an estimated $685K.
  • Dakota Wealth Management first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
  • Dakota Wealth Management's Essential Utilities position peaked at $685K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.