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First Business Financial Services’s Essential Utilities WTRG Stock Holding History

First Business Financial Services’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 		$570K Buy
+14,146
New +$557K 0.05% 108
2024
Q2 		– Sell
-26,753
Closed -$991K – 172
2024
Q1 		$991K Buy
26,753
+367
+1% +$13.3K 0.11% 77
2023
Q4 		$986K Sell
26,386
-1,722
-6% -$60.1K 0.11% 75
2023
Q3 		$965K Buy
28,108
+126
+0.5% +$4.88K 0.12% 79
2023
Q2 		$1.12M Buy
27,982
+370
+1% +$15.5K 0.14% 72
2023
Q1 		$1.21M Buy
27,612
+600
+2% +$27.1K 0.15% 66
2022
Q4 		$1.29M Buy
27,012
+27
+0.1% +$1.22K 0.17% 57
2022
Q3 		$1.12M Buy
26,985
+961
+4% +$46.6K 0.16% 56
2022
Q2 		$1.19M Sell
26,024
-709
-3% -$32.9K 0.16% 55
2022
Q1 		$1.37M Buy
26,733
+820
+3% +$39.6K 0.15% 57
2021
Q4 		$1.39M Buy
25,913
+1,296
+5% +$62.9K 0.15% 57
2021
Q3 		$1.13M Buy
24,617
+542
+2% +$26.3K 0.13% 62
2021
Q2 		$1.1M Buy
24,075
+3,393
+16% +$159K 0.13% 58
2021
Q1 		$926K Buy
+20,682
New +$934K 0.12% 59

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 Business Financial Services's WTRG Position: Q1 2026 in Review

First Business Financial Services opened a new position in Essential Utilities (WTRG) in Q1 2026: 14,146 shares worth $570K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings. This is a return to the name: First Business Financial Services previously reported a position in WTRG as recently as Q1 2024.

First Business Financial Services first reported a position in WTRG in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.39M in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • First Business Financial Services held 14,146 shares of Essential Utilities worth $570K as of Q1 2026.
  • Essential Utilities was a new First Business Financial Services position in Q1 2026.
  • Essential Utilities made up 0.05% of First Business Financial Services's portfolio in Q1 2026, its #108 holding.
  • First Business Financial Services first reported a position in Essential Utilities in Q1 2021 and has held it in 14 quarters since.
  • First Business Financial Services's Essential Utilities position peaked at $1.39M in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.