EWP
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Elevation Wealth Partners’s Essential Utilities WTRG Stock Holding History

Elevation Wealth Partners’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
-243
Closed -$9.32K – 1145
2025
Q4 		$9.32K Buy
+243
New +$9.56K ﹤0.01% 495

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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 $416B AUM 44.19% 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

Elevation Wealth Partners's WTRG Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 243 shares — an estimated $9.32K sold.

Elevation Wealth Partners first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $9.32K in Q4 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Elevation Wealth Partners reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 243 Essential Utilities shares in Q1 2026, an estimated $9.32K.
  • Elevation Wealth Partners first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
  • Elevation Wealth Partners's Essential Utilities position peaked at $9.32K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.