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First Affirmative Financial Network’s Essential Utilities WTRG Stock Holding History

First Affirmative Financial Network’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 		$386K Buy
+9,577
New +$377K 0.15% 173
2025
Q3 		$354K Buy
8,860
+126
+1% +$4.8K 0.17% 154
2025
Q2 		$324K Sell
8,734
-680
-7% -$26.5K 0.17% 161
2025
Q1 		$372K Sell
9,414
-580
-6% -$21.3K 0.23% 127
2024
Q4 		$363K Buy
9,994
+351
+4% +$13.6K 0.21% 130
2024
Q3 		$372K Buy
9,643
+1,120
+13% +$44K 0.2% 136
2024
Q2 		$318K Buy
8,523
+613
+8% +$22.7K 0.22% 140
2024
Q1 		$293K Buy
7,910
+386
+5% +$14K 0.22% 156
2023
Q4 		$281K Sell
7,524
-948
-11% -$33.1K 0.22% 153
2023
Q3 		$291K Buy
8,472
+756
+10% +$29.3K 0.28% 117
2023
Q2 		$308K Buy
7,716
+1,201
+18% +$50.4K 0.31% 109
2023
Q1 		$284K Buy
6,515
+37
+0.6% +$1.67K 0.33% 91
2022
Q4 		$309K Sell
6,478
-632
-9% -$28.6K 0.37% 87
2022
Q3 		$294K Sell
7,110
-411
-5% -$19.9K 0.37% 80
2022
Q2 		$345K Sell
7,521
-208
-3% -$9.66K 0.39% 72
2022
Q1 		$395K Buy
7,729
+154
+2% +$7.43K 0.38% 74
2021
Q4 		$407K Sell
7,575
-390
-5% -$18.9K 0.37% 73
2021
Q3 		$367K Buy
+7,965
New +$386K 0.38% 72

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

First Affirmative Financial Network's WTRG Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Essential Utilities (WTRG) in Q1 2026: 9,577 shares worth $386K. The stake represents 0.15% of the portfolio and ranks #173 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in WTRG as recently as Q3 2025.

First Affirmative Financial Network first reported a position in WTRG in Q3 2021 and has held it in 18 quarters since. The position peaked at $407K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • First Affirmative Financial Network held 9,577 shares of Essential Utilities worth $386K as of Q1 2026.
  • Essential Utilities was a new First Affirmative Financial Network position in Q1 2026.
  • Essential Utilities made up 0.15% of First Affirmative Financial Network's portfolio in Q1 2026, its #173 holding.
  • First Affirmative Financial Network first reported a position in Essential Utilities in Q3 2021 and has held it in 18 quarters since.
  • First Affirmative Financial Network's Essential Utilities position peaked at $407K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.