Empower Advisory Group
WTRG icon

Empower Advisory Group’s Essential Utilities WTRG Stock Holding History

Empower Advisory Group’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 		$72.8M Buy
1,808,639
+120,105
+7% +$4.73M 0.19% 108
2025
Q4 		$64.8M Sell
1,688,534
-52,492
-3% -$2.07M 0.17% 108
2025
Q3 		$69.5M Buy
1,741,026
+30,018
+2% +$1.14M 0.19% 105
2025
Q2 		$63.5M Buy
1,711,008
+25,803
+2% +$1.01M 0.19% 108
2025
Q1 		$66.6M Buy
1,685,205
+25,167
+2% +$924K 0.22% 98
2024
Q4 		$60.3M Buy
1,660,038
+74,563
+5% +$2.89M 0.2% 99
2024
Q3 		$61.2M Buy
1,585,475
+84,596
+6% +$3.32M 0.21% 108
2024
Q2 		$56M Buy
1,500,879
+40,900
+3% +$1.52M 0.21% 104
2024
Q1 		$54.1M Buy
1,459,979
+98,962
+7% +$3.59M 0.2% 111
2023
Q4 		$50.8M Buy
1,361,017
+75,303
+6% +$2.63M 0.2% 107
2023
Q3 		$44.1M Buy
1,285,714
+82,716
+7% +$3.2M 0.2% 106
2023
Q2 		$48M Buy
1,202,998
+35,212
+3% +$1.48M 0.21% 113
2023
Q1 		$50.3M Buy
+1,167,786
New +$52.7M 0.23% 107

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

Empower Advisory Group's WTRG Position: Q1 2026 in Review

Empower Advisory Group increased its Essential Utilities (WTRG) stake by 7.1% in Q1 2026, buying an estimated $4.73M and bringing the position to 1,808,639 shares worth $72.8M. The position accounts for 0.19% of the portfolio, ranked #108.

Empower Advisory Group first reported a position in WTRG in Q1 2023 and has held it in 13 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Empower Advisory Group held 1,808,639 shares of Essential Utilities worth $72.8M as of Q1 2026.
  • Empower Advisory Group bought 120,105 Essential Utilities shares in Q1 2026, an estimated $4.73M.
  • Essential Utilities made up 0.19% of Empower Advisory Group's portfolio in Q1 2026, its #108 holding.
  • Empower Advisory Group first reported a position in Essential Utilities in Q1 2023 and has held it in 13 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.