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Lowe Brockenbrough & Co’s Essential Utilities WTRG Stock Holding History

Lowe Brockenbrough & Co’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 		$215K Hold
5,350
– – 0.01% 269
2025
Q4 		$205K Hold
5,350
– – 0.01% 278
2025
Q3 		$213K Buy
+5,350
New +$204K 0.01% 282
2025
Q2 		– Sell
-5,350
Closed -$211K – 320
2025
Q1 		$211K Buy
+5,350
New +$196K 0.01% 259
2024
Q4 		– Sell
-5,350
Closed -$206K – 270
2024
Q3 		$206K Buy
+5,350
New +$210K 0.01% 262
2024
Q2 		– Sell
-5,650
Closed -$209K – 262
2024
Q1 		$209K Hold
5,650
– – 0.01% 258
2023
Q4 		$211K Buy
+5,650
New +$197K 0.02% 255
2023
Q3 		– Sell
-5,650
Closed -$225K – 273
2023
Q2 		$225K Hold
5,650
– – 0.02% 257
2023
Q1 		$247K Hold
5,650
– – 0.02% 247
2022
Q4 		$270K Hold
5,650
– – 0.02% 236
2022
Q3 		$234K Hold
5,650
– – 0.02% 239
2022
Q2 		$259K Hold
5,650
– – 0.02% 241
2022
Q1 		$289K Sell
5,650
-200
-3% -$9.65K 0.02% 243
2021
Q4 		$314K Hold
5,850
– – 0.02% 225
2021
Q3 		$270K Hold
5,850
– – 0.02% 248
2021
Q2 		$267K Sell
5,850
-500
-8% -$23.5K 0.02% 207
2021
Q1 		$284K Hold
6,350
– – 0.03% 201
2020
Q4 		$300K Hold
6,350
– – 0.03% 187
2020
Q3 		$256K Hold
6,350
– – 0.03% 188
2020
Q2 		$268K Hold
6,350
– – 0.04% 187
2020
Q1 		$258K Hold
6,350
– – 0.04% 181
2019
Q4 		$298K Sell
6,350
-650
-9% -$29.3K 0.04% 191
2019
Q3 		$314K Hold
7,000
– – 0.04% 184
2019
Q2 		$290K Hold
7,000
– – 0.04% 188
2019
Q1 		$255K Buy
+7,000
New +$247K 0.04% 190

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

Lowe Brockenbrough & Co's WTRG Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Essential Utilities (WTRG) position steady in Q1 2026 at 5,350 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #269.

Lowe Brockenbrough & Co first reported a position in WTRG in Q1 2019 and has held it in 25 quarters since. The position peaked at $314K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Lowe Brockenbrough & Co held 5,350 shares of Essential Utilities worth $215K as of Q1 2026.
  • Lowe Brockenbrough & Co left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #269 holding.
  • Lowe Brockenbrough & Co first reported a position in Essential Utilities in Q1 2019 and has held it in 25 quarters since.
  • Lowe Brockenbrough & Co's Essential Utilities position peaked at $314K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.