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WTRG icon

Inspire Advisors’s Essential Utilities WTRG Stock Holding History

Inspire 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 		$2.97M Buy
73,708
+18,133
+33% +$714K 0.24% 57
2025
Q4 		$2.13M Buy
55,575
+27,741
+100% +$1.09M 0.2% 89
2025
Q3 		$1.11M Buy
27,834
+10,404
+60% +$397K 0.11% 146
2025
Q2 		$647K Buy
+17,430
New +$679K 0.07% 241
2021
Q1 		– Sell
-223
Closed -$11K – 739
2020
Q4 		$11K Buy
+223
New +$9.91K ﹤0.01% 514

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

Inspire Advisors's WTRG Position: Q1 2026 in Review

Inspire Advisors increased its Essential Utilities (WTRG) stake by 33% in Q1 2026, buying an estimated $714K and bringing the position to 73,708 shares worth $2.97M. The position accounts for 0.24% of the portfolio, ranked #57.

Inspire Advisors first reported a position in WTRG in Q4 2020 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Inspire Advisors held 73,708 shares of Essential Utilities worth $2.97M as of Q1 2026.
  • Inspire Advisors bought 18,133 Essential Utilities shares in Q1 2026, an estimated $714K.
  • Essential Utilities made up 0.24% of Inspire Advisors's portfolio in Q1 2026, its #57 holding.
  • Inspire Advisors first reported a position in Essential Utilities in Q4 2020 and has held it in 5 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.