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Golden State Equity Partners’s Essential Utilities WTRG Stock Holding History

Golden State Equity Partners’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 		$15.9K Buy
+394
New +$15.5K ﹤0.01% 1163

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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

Golden State Equity Partners's WTRG Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Essential Utilities (WTRG) in Q1 2026: 394 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings.

694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Golden State Equity Partners held 394 shares of Essential Utilities worth $15.9K as of Q1 2026.
  • Essential Utilities was a new Golden State Equity Partners position in Q1 2026.
  • Essential Utilities made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1163 holding.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.