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Greenleaf Trust’s Essential Utilities WTRG Stock Holding History

Greenleaf Trust’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 		$242K Sell
6,007
-1,765
-23% -$69.5K ﹤0.01% 725
2025
Q4 		$298K Buy
7,772
+1,432
+23% +$56.3K ﹤0.01% 661
2025
Q3 		$253K Sell
6,340
-7
-0.1% -$267 ﹤0.01% 706
2025
Q2 		$236K Sell
6,347
-387
-6% -$15.1K ﹤0.01% 715
2025
Q1 		$266K Sell
6,734
-370
-5% -$13.6K ﹤0.01% 684
2024
Q4 		$258K Sell
7,104
-255
-3% -$9.9K ﹤0.01% 708
2024
Q3 		$284K Sell
7,359
-255
-3% -$10K ﹤0.01% 684
2024
Q2 		$284K Buy
7,614
+165
+2% +$6.12K ﹤0.01% 640
2024
Q1 		$276K Buy
7,449
+1,156
+18% +$41.9K ﹤0.01% 629
2023
Q4 		$235K Buy
+6,293
New +$220K ﹤0.01% 663

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

Greenleaf Trust's WTRG Position: Q1 2026 in Review

Greenleaf Trust reduced its Essential Utilities (WTRG) stake by 23% in Q1 2026, selling an estimated $69.5K and leaving 6,007 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Greenleaf Trust first reported a position in WTRG in Q4 2023 and has held it in 10 quarters since. The position peaked at $298K in Q4 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Greenleaf Trust held 6,007 shares of Essential Utilities worth $242K as of Q1 2026.
  • Greenleaf Trust sold 1,765 Essential Utilities shares in Q1 2026, an estimated $69.5K.
  • Essential Utilities made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #725 holding.
  • Greenleaf Trust first reported a position in Essential Utilities in Q4 2023 and has held it in 10 quarters since.
  • Greenleaf Trust's Essential Utilities position peaked at $298K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.