Harvest Management’s Essential Utilities WTRG Stock Holding History

Harvest Management’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	–	Sell	-17,000	Closed	-$652K	–	90
2025 Q4	$652K	Buy	+17,000	New	+$669K	0.21%	41

Other funds holding WTRG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Harvest Management's WTRG Position: Q1 2026 in Review

Harvest Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 17,000 shares — an estimated $652K sold.

Harvest Management first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $652K in Q4 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Harvest Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
Harvest Management sold 17,000 Essential Utilities shares in Q1 2026, an estimated $652K.
Harvest Management first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
Harvest Management's Essential Utilities position peaked at $652K in Q4 2025.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Harvest Management's 13F filing for Q1 2026, filed 15 May 2026.