Hamrick Investment Counsel’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$963K Buy
23,908
+842
+4% +$33.1K 0.53% 48
2025
Q4
$885K Buy
+23,066
New +$908K 0.66% 41

Other funds holding WTRG

Hamrick Investment Counsel's WTRG Position: Q1 2026 in Review

Hamrick Investment Counsel increased its Essential Utilities (WTRG) stake by 3.7% in Q1 2026, buying an estimated $33.1K and bringing the position to 23,908 shares worth $963K. The position accounts for 0.53% of the portfolio, ranked #48.

Hamrick Investment Counsel first reported a position in WTRG in Q4 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Hamrick Investment Counsel held 23,908 shares of Essential Utilities worth $963K as of Q1 2026.
  • Hamrick Investment Counsel bought 842 Essential Utilities shares in Q1 2026, an estimated $33.1K.
  • Essential Utilities made up 0.53% of Hamrick Investment Counsel's portfolio in Q1 2026, its #48 holding.
  • Hamrick Investment Counsel first reported a position in Essential Utilities in Q4 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Hamrick Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.