Focus Partners Wealth
WTRG icon

Focus Partners Wealth’s Essential Utilities WTRG Stock Holding History

Focus Partners 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 		$1.62M Buy
40,331
+8,749
+28% +$344K ﹤0.01% 1409
2025
Q4 		$1.22M Buy
31,582
+6,087
+24% +$240K ﹤0.01% 1545
2025
Q3 		$1.01M Sell
25,495
-316
-1% -$12K ﹤0.01% 1284
2025
Q2 		$959K Buy
25,811
+3,489
+16% +$136K ﹤0.01% 1163
2025
Q1 		$882K Sell
22,322
-1,331
-6% -$48.9K ﹤0.01% 1108
2024
Q4 		$859K Buy
23,653
+4,021
+20% +$156K ﹤0.01% 1108
2024
Q3 		$757K Buy
19,632
+12,725
+184% +$500K ﹤0.01% 1019
2024
Q2 		$258K Buy
+6,907
New +$256K ﹤0.01% 1108

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

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

Focus Partners Wealth increased its Essential Utilities (WTRG) stake by 28% in Q1 2026, buying an estimated $344K and bringing the position to 40,331 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Focus Partners Wealth first reported a position in WTRG in Q2 2024 and has held it in 8 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Focus Partners Wealth held 40,331 shares of Essential Utilities worth $1.62M as of Q1 2026.
  • Focus Partners Wealth bought 8,749 Essential Utilities shares in Q1 2026, an estimated $344K.
  • Essential Utilities made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1409 holding.
  • Focus Partners Wealth first reported a position in Essential Utilities in Q2 2024 and has held it in 8 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.