GAFA
WTRG icon

Garton & Associates Financial Advisors’s Essential Utilities WTRG Stock Holding History

Garton & Associates Financial Advisors’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
-90
Closed -$3.44K – 707
2025
Q4 		$3.44K Buy
+90
New +$3.54K ﹤0.01% 1042

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Garton & Associates Financial Advisors's WTRG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 90 shares — an estimated $3.44K sold.

Garton & Associates Financial Advisors first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $3.44K in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 90 Essential Utilities shares in Q1 2026, an estimated $3.44K.
  • Garton & Associates Financial Advisors first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Essential Utilities position peaked at $3.44K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.