GEA
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Glen Eagle Advisors’s Essential Utilities WTRG Stock Holding History

Glen Eagle 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 		$367K Sell
9,107
-100
-1% -$3.94K 0.05% 207
2025
Q4 		$353K Sell
9,207
-81
-0.9% -$3.19K 0.05% 209
2025
Q3 		$371K Sell
9,288
-139
-1% -$5.3K 0.05% 209
2025
Q2 		$350K Buy
9,427
+1
+0% +$39 0.05% 194
2025
Q1 		$373K Sell
9,426
-100
-1% -$3.67K 0.06% 177
2024
Q4 		$346K Sell
9,526
-436
-4% -$16.9K 0.06% 181
2024
Q3 		$384K Sell
9,962
-435
-4% -$17.1K 0.06% 169
2024
Q2 		$388K Sell
10,397
-2,079
-17% -$77.1K 0.07% 160
2024
Q1 		$462K Sell
12,476
-905
-7% -$32.8K 0.09% 151
2023
Q4 		$500K Sell
13,381
-589
-4% -$20.6K 0.1% 139
2023
Q3 		$480K Sell
13,970
-1,748
-11% -$67.7K 0.11% 141
2023
Q2 		$627K Sell
15,718
-5,277
-25% -$221K 0.14% 119
2023
Q1 		$916K Sell
20,995
-300
-1% -$13.5K 0.23% 86
2022
Q4 		$1.02M Sell
21,295
-758
-3% -$34.3K 0.28% 75
2022
Q3 		$913K Sell
22,053
-571
-3% -$27.7K 0.27% 78
2022
Q2 		$1.04M Buy
22,624
+2,325
+11% +$108K 0.28% 76
2022
Q1 		$1.04M Buy
20,299
+160
+0.8% +$7.72K 0.27% 80
2021
Q4 		$1.08M Buy
20,139
+1,464
+8% +$71.1K 0.28% 80
2021
Q3 		$861K Buy
18,675
+2,965
+19% +$144K 0.25% 84
2021
Q2 		$718K Buy
15,710
+735
+5% +$34.5K 0.22% 101
2021
Q1 		$670K Buy
14,975
+609
+4% +$27.5K 0.23% 99
2020
Q4 		$679K Sell
14,366
-3,290
-19% -$146K 0.27% 78
2020
Q3 		$711K Buy
17,656
+571
+3% +$24.5K 0.32% 71
2020
Q2 		$722K Buy
17,085
+4,009
+31% +$169K 0.37% 57
2020
Q1 		$532K Sell
13,076
-7,966
-38% -$376K 0.37% 67
2019
Q4 		$988K Buy
21,042
+1,056
+5% +$47.6K 0.53% 49
2019
Q3 		$898K Buy
19,986
+428
+2% +$18.4K 0.59% 43
2019
Q2 		$809K Buy
19,558
+262
+1% +$10.2K 0.55% 47
2019
Q1 		$703K Buy
19,296
+2,367
+14% +$83.4K 0.51% 48
2018
Q4 		$579K Buy
16,929
+1,398
+9% +$48.5K 0.49% 49
2018
Q3 		$573K Buy
15,531
+1,562
+11% +$57.8K 0.41% 58
2018
Q2 		$491K Buy
13,969
+1,177
+9% +$40.3K 0.39% 65
2018
Q1 		$436K Sell
12,792
-173
-1% -$6.02K 0.36% 68
2017
Q4 		$509K Buy
12,965
+600
+5% +$21.9K 0.44% 57
2017
Q3 		$410K Buy
12,365
+9,533
+337% +$319K 0.38% 60
2017
Q2 		$94.3K Hold
2,832
– – 0.08% 173
2017
Q1 		$91K Buy
2,832
+875
+45% +$26.9K 0.08% 167
2016
Q4 		$58.8K Buy
+1,957
New +$58.4K 0.05% 186

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

Glen Eagle Advisors's WTRG Position: Q1 2026 in Review

Glen Eagle Advisors reduced its Essential Utilities (WTRG) stake by 1.1% in Q1 2026, selling an estimated $3.94K and leaving 9,107 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #207.

Glen Eagle Advisors first reported a position in WTRG in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.08M in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Glen Eagle Advisors held 9,107 shares of Essential Utilities worth $367K as of Q1 2026.
  • Glen Eagle Advisors sold 100 Essential Utilities shares in Q1 2026, an estimated $3.94K.
  • Essential Utilities made up 0.05% of Glen Eagle Advisors's portfolio in Q1 2026, its #207 holding.
  • Glen Eagle Advisors first reported a position in Essential Utilities in Q4 2016 and has held it in 38 quarters since.
  • Glen Eagle Advisors's Essential Utilities position peaked at $1.08M in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.