JWM
WTRG icon

JPL Wealth Management’s Essential Utilities WTRG Stock Holding History

JPL Wealth 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 		$5.84K Buy
+145
New +$5.71K ﹤0.01% 651
2025
Q4 		– Sell
-145
Closed -$5.79K – 1140
2025
Q3 		$5.79K Buy
+145
New +$5.53K ﹤0.01% 642

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

JPL Wealth Management's WTRG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Essential Utilities (WTRG) in Q1 2026: 145 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WTRG as recently as Q3 2025.

JPL Wealth Management first reported a position in WTRG in Q3 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • JPL Wealth Management held 145 shares of Essential Utilities worth $5.84K as of Q1 2026.
  • Essential Utilities was a new JPL Wealth Management position in Q1 2026.
  • Essential Utilities made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #651 holding.
  • JPL Wealth Management first reported a position in Essential Utilities in Q3 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.