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WTRG icon

MONECO Advisors’s Essential Utilities WTRG Stock Holding History

MONECO 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 		$232K Buy
5,757
+275
+5% +$10.8K 0.02% 469
2025
Q4 		$210K Buy
5,482
+166
+3% +$6.53K 0.02% 476
2025
Q3 		$212K Buy
+5,316
New +$203K 0.02% 469
2025
Q2 		– Sell
-6,267
Closed -$248K – 485
2025
Q1 		$248K Hold
6,267
– – 0.03% 401
2024
Q4 		$228K Buy
6,267
+79
+1% +$3.07K 0.02% 425
2024
Q3 		$239K Hold
6,188
– – 0.03% 388
2024
Q2 		$231K Hold
6,188
– – 0.03% 375
2024
Q1 		$229K Buy
+6,188
New +$224K 0.04% 374

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

MONECO Advisors's WTRG Position: Q1 2026 in Review

MONECO Advisors increased its Essential Utilities (WTRG) stake by 5% in Q1 2026, buying an estimated $10.8K and bringing the position to 5,757 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #469.

MONECO Advisors first reported a position in WTRG in Q1 2024 and has held it in 8 quarters since. The position peaked at $248K in Q1 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • MONECO Advisors held 5,757 shares of Essential Utilities worth $232K as of Q1 2026.
  • MONECO Advisors bought 275 Essential Utilities shares in Q1 2026, an estimated $10.8K.
  • Essential Utilities made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #469 holding.
  • MONECO Advisors first reported a position in Essential Utilities in Q1 2024 and has held it in 8 quarters since.
  • MONECO Advisors's Essential Utilities position peaked at $248K in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.