GWCM
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Godshalk Welsh Capital Management’s Essential Utilities WTRG Stock Holding History

Godshalk Welsh Capital Management’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 		$461K Sell
11,436
-7,275
-39% -$286K 0.27% 90
2025
Q4 		$718K Sell
18,711
-4,250
-19% -$167K 0.41% 74
2025
Q3 		$916K Hold
22,961
– – 0.53% 63
2025
Q2 		$853K Sell
22,961
-2,225
-9% -$86.7K 0.53% 61
2025
Q1 		$996K Sell
25,186
-475
-2% -$17.4K 0.65% 54
2024
Q4 		$932K Sell
25,661
-250
-1% -$9.7K 0.6% 54
2024
Q3 		$999K Sell
25,911
-125
-0.5% -$4.91K 0.63% 53
2024
Q2 		$972K Sell
26,036
-1,550
-6% -$57.5K 0.65% 51
2024
Q1 		$1.02M Hold
27,586
– – 0.69% 52
2023
Q4 		$1.03M Sell
27,586
-400
-1% -$14K 0.74% 44
2023
Q3 		$961K Sell
27,986
-2,025
-7% -$78.5K 0.73% 49
2023
Q2 		$1.2M Sell
30,011
-700
-2% -$29.4K 0.82% 42
2023
Q1 		$1.34M Hold
30,711
– – 0.95% 39
2022
Q4 		$1.47M Sell
30,711
-511
-2% -$23.1K 1.07% 33
2022
Q3 		$1.29M Buy
31,222
+136
+0.4% +$6.59K 0.95% 42
2022
Q2 		$1.43M Sell
31,086
-500
-2% -$23.2K 1.02% 38
2022
Q1 		$1.61M Buy
31,586
+100
+0.3% +$4.83K 0.99% 37
2021
Q4 		$1.69M Hold
31,486
– – 0.96% 39
2021
Q3 		$1.45M Hold
31,486
– – 0.9% 39
2021
Q2 		$1.49M Buy
31,486
+650
+2% +$30.5K 0.92% 38
2021
Q1 		$1.38M Buy
30,836
+50
+0.2% +$2.26K 0.96% 39
2020
Q4 		$1.46M Sell
30,786
-12
-0% -$533 1.07% 33
2020
Q3 		$1.24M Buy
30,798
+1,250
+4% +$53.7K 1.05% 33
2020
Q2 		$1.25M Sell
29,548
-800
-3% -$33.8K 1.17% 28
2020
Q1 		$1.24M Sell
30,348
-700
-2% -$33K 1.34% 24
2019
Q4 		$1.46M Hold
31,048
– – 1.2% 27
2019
Q3 		$1.39M Sell
31,048
-600
-2% -$25.8K 1.23% 26
2019
Q2 		$1.31M Buy
31,648
+1,250
+4% +$48.6K 1.21% 27
2019
Q1 		$1.11M Buy
30,398
+2,344
+8% +$82.6K 1.06% 35
2018
Q4 		$959K Sell
28,054
-1,056
-4% -$36.6K 1.07% 32
2018
Q3 		$1.07M Sell
29,110
-2,500
-8% -$92.5K 1.05% 30
2018
Q2 		$1.11M Hold
31,610
– – 1.16% 29
2018
Q1 		$1.08M Sell
31,610
-200
-0.6% -$6.96K 1.16% 29
2017
Q4 		$1.25M Buy
31,810
+500
+2% +$18.2K 1.26% 25
2017
Q3 		$1.04M Sell
31,310
-1,425
-4% -$47.7K 1.04% 32
2017
Q2 		$1.09M Buy
32,735
+250
+0.8% +$8.2K 1.08% 31
2017
Q1 		$1.04M Buy
32,485
+500
+2% +$15.4K 1.03% 36
2016
Q4 		$961K Sell
31,985
-625
-2% -$18.6K 0.98% 33
2016
Q3 		$994K Sell
32,610
-100
-0.3% -$3.24K 1.03% 29
2016
Q2 		$1.17M Sell
32,710
-1,750
-5% -$57K 1.23% 24
2016
Q1 		$1.1M Sell
34,460
-125
-0.4% -$3.87K 1.14% 24
2015
Q4 		$1.03M Sell
34,585
-700
-2% -$20.1K 1.08% 26
2015
Q3 		$934K Sell
35,285
-2,125
-6% -$54.4K 1.02% 29
2015
Q2 		$916K Hold
37,410
– – 0.93% 35
2015
Q1 		$986K Buy
37,410
+1,013
+3% +$27K 1.01% 30
2014
Q4 		$972K Buy
+36,397
New +$935K 0.89% 31

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

Godshalk Welsh Capital Management's WTRG Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its Essential Utilities (WTRG) stake by 39% in Q1 2026, selling an estimated $286K and leaving 11,436 shares worth $461K. The position accounts for 0.27% of the portfolio, ranked #90.

Godshalk Welsh Capital Management first reported a position in WTRG in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.69M in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Godshalk Welsh Capital Management held 11,436 shares of Essential Utilities worth $461K as of Q1 2026.
  • Godshalk Welsh Capital Management sold 7,275 Essential Utilities shares in Q1 2026, an estimated $286K.
  • Essential Utilities made up 0.27% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #90 holding.
  • Godshalk Welsh Capital Management first reported a position in Essential Utilities in Q4 2014 and has held it in 46 quarters since.
  • Godshalk Welsh Capital Management's Essential Utilities position peaked at $1.69M in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.