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WTRG icon

Harbour Investments’s Essential Utilities WTRG Stock Holding History

Harbour Investments’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 		$254K Buy
6,308
+3,452
+121% +$136K ﹤0.01% 1397
2025
Q4 		$110K Buy
2,856
+114
+4% +$4.49K ﹤0.01% 1593
2025
Q3 		$109K Buy
2,742
+2
+0.1% +$76 ﹤0.01% 1549
2025
Q2 		$102K Buy
2,740
+11
+0.4% +$428 ﹤0.01% 1499
2025
Q1 		$108K Buy
2,729
+183
+7% +$6.72K ﹤0.01% 1393
2024
Q4 		$92.5K Sell
2,546
-33
-1% -$1.28K ﹤0.01% 1396
2024
Q3 		$99.5K Buy
2,579
+14
+0.5% +$550 ﹤0.01% 1320
2024
Q2 		$95.8K Buy
2,565
+1
+0% +$37 ﹤0.01% 1269
2024
Q1 		$95K Buy
2,564
+502
+24% +$18.2K ﹤0.01% 1239
2023
Q4 		$77K Sell
2,062
-446
-18% -$15.6K ﹤0.01% 1249
2023
Q3 		$86.1K Buy
2,508
+102
+4% +$3.95K ﹤0.01% 1105
2023
Q2 		$96K Buy
2,406
+2
+0.1% +$84 ﹤0.01% 1076
2023
Q1 		$105K Buy
2,404
+1
+0% +$45 0.01% 1023
2022
Q4 		$115K Buy
2,403
+295
+14% +$13.4K 0.01% 958
2022
Q3 		$97K Hold
2,108
– – 0.01% 974
2022
Q2 		$97K Buy
+2,108
New +$97.9K 0.01% 974
2021
Q4 		$92K Sell
1,715
-3,321
-66% -$161K 0.01% 1006
2021
Q3 		$232K Sell
5,036
-285
-5% -$13.8K 0.01% 950
2021
Q2 		$243K Buy
5,321
+912
+21% +$42.8K 0.01% 957
2021
Q1 		$197K Buy
+4,409
New +$199K 0.01% 974

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

Harbour Investments's WTRG Position: Q1 2026 in Review

Harbour Investments increased its Essential Utilities (WTRG) stake by 121% in Q1 2026, buying an estimated $136K and bringing the position to 6,308 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Harbour Investments first reported a position in WTRG in Q1 2021 and has held it in 20 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Harbour Investments held 6,308 shares of Essential Utilities worth $254K as of Q1 2026.
  • Harbour Investments bought 3,452 Essential Utilities shares in Q1 2026, an estimated $136K.
  • Essential Utilities made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1397 holding.
  • Harbour Investments first reported a position in Essential Utilities in Q1 2021 and has held it in 20 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.