Inspire Investing’s Essential Utilities WTRG Stock Holding History

Inspire Investing’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	$832K	Buy	20,673 +11,714	+131%	+$461K	0.05%	360
2025 Q4	$344K	Sell	8,959 -12,449	-58%	-$490K	0.03%	737
2025 Q3	$854K	Buy	21,408 +6,761	+46%	+$258K	0.08%	249
2025 Q2	$544K	Buy	14,647 +6,516	+80%	+$254K	0.06%	262
2025 Q1	$321K	Buy	8,131 +818	+11%	+$30K	0.04%	718
2024 Q4	$266K	Sell	7,313 -277	-4%	-$10.8K	0.03%	764
2024 Q3	$293K	Buy	+7,590	New	+$298K	0.03%	760
2020 Q2	–	Sell	-270	Closed	-$11K	–	736
2020 Q1	$11K	Buy	+270	New	+$12.7K	﹤0.01%	693
2018 Q1	–	Sell	-269	Closed	-$11K	–	714
2017 Q4	$11K	Buy	+269	New	+$9.81K	0.01%	800

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 $105B AUM 38.07% 1-Year Est. Return

Inspire Investing's WTRG Position: Q1 2026 in Review

Inspire Investing increased its Essential Utilities (WTRG) stake by 131% in Q1 2026, buying an estimated $461K and bringing the position to 20,673 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #360.

Inspire Investing first reported a position in WTRG in Q4 2017 and has held it in 9 quarters since. The position peaked at $854K in Q3 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Inspire Investing held 20,673 shares of Essential Utilities worth $832K as of Q1 2026.
Inspire Investing bought 11,714 Essential Utilities shares in Q1 2026, an estimated $461K.
Essential Utilities made up 0.05% of Inspire Investing's portfolio in Q1 2026, its #360 holding.
Inspire Investing first reported a position in Essential Utilities in Q4 2017 and has held it in 9 quarters since.
Inspire Investing's Essential Utilities position peaked at $854K in Q3 2025.
695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.