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GSG Advisors’s Essential Utilities WTRG Stock Holding History

GSG 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 		$314K Buy
7,809
+12
+0.2% +$472 0.08% 98
2025
Q4 		$299K Hold
7,797
– – 0.08% 97
2025
Q3 		$303K Hold
7,797
– – 0.08% 97
2025
Q2 		$290K Hold
7,797
– – 0.08% 95
2025
Q1 		$294K Sell
7,797
-11
-0.1% -$404 0.1% 90
2024
Q4 		$284K Sell
7,808
-820
-10% -$31.8K 0.09% 93
2024
Q3 		$331K Buy
8,628
+58
+0.7% +$2.28K 0.11% 88
2024
Q2 		$318K Hold
8,570
– – 0.11% 81
2024
Q1 		$309K Hold
8,570
– – 0.11% 80
2023
Q4 		$325K Sell
8,570
-1,809
-17% -$63.1K 0.12% 83
2023
Q3 		$356K Buy
+10,379
New +$402K 0.17% 63

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

GSG Advisors's WTRG Position: Q1 2026 in Review

GSG Advisors increased its Essential Utilities (WTRG) stake by 0.15% in Q1 2026, buying an estimated $472 and bringing the position to 7,809 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #98.

GSG Advisors first reported a position in WTRG in Q3 2023 and has held it in 11 quarters since. The position peaked at $356K in Q3 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • GSG Advisors held 7,809 shares of Essential Utilities worth $314K as of Q1 2026.
  • GSG Advisors bought 12 Essential Utilities shares in Q1 2026, an estimated $472.
  • Essential Utilities made up 0.08% of GSG Advisors's portfolio in Q1 2026, its #98 holding.
  • GSG Advisors first reported a position in Essential Utilities in Q3 2023 and has held it in 11 quarters since.
  • GSG Advisors's Essential Utilities position peaked at $356K in Q3 2023.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on GSG Advisors's 13F filing for Q1 2026, filed 13 May 2026.