JSW
WTRG icon

Journey Strategic Wealth’s Essential Utilities WTRG Stock Holding History

Journey Strategic Wealth’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 		$283K Buy
7,033
+1,731
+33% +$68.1K 0.01% 575
2025
Q4 		$203K Sell
5,302
-823
-13% -$32.4K 0.01% 714
2025
Q3 		$244K Buy
+6,125
New +$233K 0.01% 565

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 $123B AUM 38.85% 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 $105B AUM 38.07% 1-Year Est. Return

Journey Strategic Wealth's WTRG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Essential Utilities (WTRG) stake by 33% in Q1 2026, buying an estimated $68.1K and bringing the position to 7,033 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #575.

Journey Strategic Wealth first reported a position in WTRG in Q3 2025 and has held it in 3 quarters since. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Journey Strategic Wealth held 7,033 shares of Essential Utilities worth $283K as of Q1 2026.
  • Journey Strategic Wealth bought 1,731 Essential Utilities shares in Q1 2026, an estimated $68.1K.
  • Essential Utilities made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #575 holding.
  • Journey Strategic Wealth first reported a position in Essential Utilities in Q3 2025 and has held it in 3 quarters since.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.