Elyxium Wealth’s Essential Utilities WTRG Stock Holding History

Elyxium 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	–	Sell	-76	Closed	-$2.92K	–	1281
2025 Q4	$2.92K	Buy	+76	New	+$2.99K	﹤0.01%	1044

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Elyxium Wealth's WTRG Position: Q1 2026 in Review

Elyxium Wealth sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 76 shares — an estimated $2.92K sold.

Elyxium Wealth first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $2.92K in Q4 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Elyxium Wealth reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 76 Essential Utilities shares in Q1 2026, an estimated $2.92K.
Elyxium Wealth first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
Elyxium Wealth's Essential Utilities position peaked at $2.92K in Q4 2025.
698 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.