McIlrath & Eck’s Essential Utilities WTRG Stock Holding History

McIlrath & Eck’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	$17.1K	Hold	424	–	–	﹤0.01%	879
2025 Q4	$16.3K	Hold	424	–	–	﹤0.01%	562
2025 Q3	$16.9K	Hold	424	–	–	﹤0.01%	536
2025 Q2	$15.7K	Hold	424	–	–	﹤0.01%	522
2025 Q1	$16.8K	Hold	424	–	–	﹤0.01%	509
2024 Q4	$15.4K	Sell	424 -60	-12%	-$2.33K	﹤0.01%	536
2024 Q3	$18.7K	Buy	484 +60	+14%	+$2.36K	﹤0.01%	485
2024 Q2	$15.8K	Sell	424 -69	-14%	-$2.56K	﹤0.01%	507
2024 Q1	$18.3K	Hold	493	–	–	﹤0.01%	480
2023 Q4	$18.4K	Hold	493	–	–	﹤0.01%	432
2023 Q3	$16.9K	Hold	493	–	–	﹤0.01%	435
2023 Q2	$19.7K	Hold	493	–	–	﹤0.01%	424
2023 Q1	$21.5K	Hold	493	–	–	0.01%	401
2022 Q4	$23.5K	Hold	493	–	–	0.01%	382
2022 Q3	$20K	Buy	493 +424	+614%	+$20.5K	0.01%	403
2022 Q2	$3K	Hold	69	–	–	﹤0.01%	708
2022 Q1	$4K	Hold	69	–	–	﹤0.01%	681
2021 Q4	$4K	Hold	69	–	–	﹤0.01%	676
2021 Q3	$3K	Hold	69	–	–	﹤0.01%	709
2021 Q2	$3K	Hold	69	–	–	﹤0.01%	704
2021 Q1	$3K	Hold	69	–	–	﹤0.01%	674
2020 Q4	$3K	Hold	69	–	–	﹤0.01%	608
2020 Q3	$3K	Hold	69	–	–	﹤0.01%	568
2020 Q2	$3K	Buy	+69	New	+$2.91K	﹤0.01%	568

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

McIlrath & Eck's WTRG Position: Q1 2026 in Review

McIlrath & Eck held its Essential Utilities (WTRG) position steady in Q1 2026 at 424 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

McIlrath & Eck first reported a position in WTRG in Q2 2020 and has held it in 24 quarters since. The position peaked at $23.5K in Q4 2022. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

McIlrath & Eck held 424 shares of Essential Utilities worth $17.1K as of Q1 2026.
McIlrath & Eck left its Essential Utilities share count unchanged in Q1 2026.
Essential Utilities made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #879 holding.
McIlrath & Eck first reported a position in Essential Utilities in Q2 2020 and has held it in 24 quarters since.
McIlrath & Eck's Essential Utilities position peaked at $23.5K in Q4 2022.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.