Lido Advisors
WTRG icon

Lido Advisors’s Essential Utilities WTRG Stock Holding History

Lido 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 		$751K Sell
18,640
-5,272
-22% -$208K ﹤0.01% 1100
2025
Q4 		$953K Sell
23,912
-11
-0% -$433 ﹤0.01% 1027
2025
Q3 		$955K Sell
23,923
-44
-0.2% -$1.68K ﹤0.01% 969
2025
Q2 		$890K Sell
23,967
-3,183
-12% -$124K ﹤0.01% 889
2025
Q1 		$1.07M Sell
27,150
-3,230
-11% -$119K ﹤0.01% 750
2024
Q4 		$1.1M Sell
30,380
-2,960
-9% -$115K 0.01% 728
2024
Q3 		$1.29M Sell
33,340
-25,161
-43% -$989K 0.01% 610
2024
Q2 		$2.18M Sell
58,501
-1,146
-2% -$42.5K 0.01% 431
2024
Q1 		$2.21M Sell
59,647
-15,164
-20% -$550K 0.01% 412
2023
Q4 		$2.79M Buy
74,811
+34,338
+85% +$1.2M 0.02% 346
2023
Q3 		$1.39M Sell
40,473
-3,739
-8% -$145K 0.01% 454
2023
Q2 		$1.76M Buy
44,212
+3,106
+8% +$130K 0.01% 396
2023
Q1 		$1.79M Buy
41,106
+18,682
+83% +$843K 0.02% 361
2022
Q4 		$1.07M Buy
22,424
+6,109
+37% +$277K 0.01% 396
2022
Q3 		$675K Buy
+16,315
New +$790K 0.01% 466

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

Lido Advisors's WTRG Position: Q1 2026 in Review

Lido Advisors reduced its Essential Utilities (WTRG) stake by 22% in Q1 2026, selling an estimated $208K and leaving 18,640 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Lido Advisors first reported a position in WTRG in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.79M in Q4 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Lido Advisors held 18,640 shares of Essential Utilities worth $751K as of Q1 2026.
  • Lido Advisors sold 5,272 Essential Utilities shares in Q1 2026, an estimated $208K.
  • Essential Utilities made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1100 holding.
  • Lido Advisors first reported a position in Essential Utilities in Q3 2022 and has held it in 15 quarters since.
  • Lido Advisors's Essential Utilities position peaked at $2.79M in Q4 2023.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

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