HBW
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Hazlett, Burt & Watson’s Essential Utilities WTRG Stock Holding History

Hazlett, Burt & Watson’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 		$26K Hold
650
– – 0.01% 551
2025
Q4 		$26K Buy
650
+250
+63% +$9.84K 0.01% 557
2025
Q3 		$16K Sell
400
-100
-20% -$3.81K 0.01% 605
2025
Q2 		$18K Sell
500
-1,630
-77% -$63.5K 0.01% 521
2025
Q1 		$85K Sell
2,130
-654
-23% -$24K 0.04% 292
2024
Q4 		$101K Buy
2,784
+13
+0.5% +$505 0.04% 278
2024
Q3 		$108K Buy
2,771
+17
+0.6% +$668 0.05% 269
2024
Q2 		$101K Buy
2,754
+16
+0.6% +$594 0.05% 262
2024
Q1 		$101K Sell
2,738
-257
-9% -$9.32K 0.06% 243
2023
Q4 		$111K Buy
2,995
+18
+0.6% +$628 0.07% 210
2023
Q3 		$102K Buy
2,977
+116
+4% +$4.49K 0.08% 209
2023
Q2 		$114K Buy
2,861
+1,986
+227% +$83.3K 0.09% 193
2023
Q1 		$38K Sell
875
-100
-10% -$4.51K 0.03% 314
2022
Q4 		$48K Hold
975
– – 0.04% 277
2022
Q3 		$39K Buy
975
+475
+95% +$23K 0.04% 295
2022
Q2 		$23K Hold
500
– – 0.02% 365
2022
Q1 		$25K Buy
+500
New +$24.1K 0.02% 369

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

Hazlett, Burt & Watson's WTRG Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Essential Utilities (WTRG) position steady in Q1 2026 at 650 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #551.

Hazlett, Burt & Watson first reported a position in WTRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $114K in Q2 2023. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Hazlett, Burt & Watson held 650 shares of Essential Utilities worth $26K as of Q1 2026.
  • Hazlett, Burt & Watson left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #551 holding.
  • Hazlett, Burt & Watson first reported a position in Essential Utilities in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's Essential Utilities position peaked at $114K in Q2 2023.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.