KF
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Krilogy Financial’s Essential Utilities WTRG Stock Holding History

Krilogy Financial’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 		$212K Buy
+5,479
New +$216K 0.01% 877
2025
Q4 		– Sell
-5,524
Closed -$219K – 986
2025
Q3 		$219K Buy
+5,524
New +$211K 0.01% 798
2025
Q1 		– Sell
-45,969
Closed -$1.67M – 243
2024
Q4 		$1.67M Sell
45,969
-723
-2% -$28.1K 0.11% 132
2024
Q3 		$1.8M Buy
46,692
+6,212
+15% +$244K 0.12% 125
2024
Q2 		$1.51M Buy
40,480
+17,040
+73% +$632K 0.11% 135
2024
Q1 		$868K Buy
23,440
+6,007
+34% +$218K 0.07% 174
2023
Q4 		$651K Buy
+17,433
New +$608K 0.06% 176
2018
Q2 		– Sell
-150
Closed -$5K – 636
2018
Q1 		$5K Hold
150
– – ﹤0.01% 607
2017
Q4 		$6K Buy
+150
New +$5.47K ﹤0.01% 582

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

Krilogy Financial's WTRG Position: Q1 2026 in Review

Krilogy Financial opened a new position in Essential Utilities (WTRG) in Q1 2026: 5,479 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in WTRG as recently as Q3 2025.

Krilogy Financial first reported a position in WTRG in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2024. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Krilogy Financial held 5,479 shares of Essential Utilities worth $212K as of Q1 2026.
  • Essential Utilities was a new Krilogy Financial position in Q1 2026.
  • Essential Utilities made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #877 holding.
  • Krilogy Financial first reported a position in Essential Utilities in Q4 2017 and has held it in 9 quarters since.
  • Krilogy Financial's Essential Utilities position peaked at $1.8M in Q3 2024.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.