Nisa Investment Advisors
WTRG icon

Nisa Investment Advisors’s Essential Utilities WTRG Stock Holding History

Nisa Investment 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 		$1.75M Sell
43,334
-7,211
-14% -$284K 0.01% 635
2025
Q4 		$1.94M Buy
50,545
+3,321
+7% +$131K 0.01% 647
2025
Q3 		$1.88M Sell
47,224
-9,988
-17% -$381K 0.01% 658
2025
Q2 		$2.12M Buy
57,212
+92
+0.2% +$3.58K 0.01% 623
2025
Q1 		$2.26M Buy
57,120
+6,970
+14% +$256K 0.01% 609
2024
Q4 		$1.82M Buy
50,150
+1,490
+3% +$57.8K 0.01% 710
2024
Q3 		$1.88M Sell
48,660
-15
-0% -$590 0.01% 700
2024
Q2 		$1.82M Buy
48,675
+237
+0.5% +$8.79K 0.01% 727
2024
Q1 		$1.79M Sell
48,438
-497
-1% -$18K 0.01% 724
2023
Q4 		$1.83M Sell
48,935
-35
-0.1% -$1.22K 0.01% 679
2023
Q3 		$1.68M Sell
48,970
-2,184
-4% -$84.6K 0.01% 714
2023
Q2 		$2.04M Buy
51,154
+560
+1% +$23.5K 0.02% 674
2023
Q1 		$2.21M Sell
50,594
-10,700
-17% -$483K 0.02% 636
2022
Q4 		$2.93M Sell
61,294
-3,000
-5% -$136K 0.02% 609
2022
Q3 		$2.67M Buy
64,294
+3,719
+6% +$180K 0.02% 548
2022
Q2 		$2.78M Buy
60,575
+12,200
+25% +$567K 0.02% 543
2022
Q1 		$2.47M Sell
48,375
-1,500
-3% -$72.4K 0.02% 615
2021
Q4 		$2.43M Hold
49,875
– – 0.02% 594
2021
Q3 		$2.3K Sell
49,875
-3,000
-6% -$145K 0.01% 670
2021
Q2 		$2.42K Sell
52,875
-5,200
-9% -$244K 0.02% 670
2021
Q1 		$2.6K Buy
58,075
+240
+0.4% +$10.8K 0.02% 645
2020
Q4 		$2.73M Buy
57,835
+260
+0.5% +$11.6K 0.02% 613
2020
Q3 		$2.32M Hold
57,575
– – 0.02% 567
2020
Q2 		$2.43M Sell
57,575
-4,600
-7% -$194K 0.02% 534
2020
Q1 		$2.53M Buy
62,175
+6,700
+12% +$316K 0.03% 469
2019
Q4 		$2.6M Buy
55,475
+825
+2% +$37.2K 0.02% 551
2019
Q3 		$2.45M Sell
54,650
-1,500
-3% -$64.4K 0.02% 570
2019
Q2 		$2.32M Buy
56,150
+3,000
+6% +$117K 0.02% 582
2019
Q1 		$1.94M Hold
53,150
– – 0.02% 630
2018
Q4 		$1.82M Hold
53,150
– – 0.02% 596
2018
Q3 		$1.96M Hold
53,150
– – 0.02% 672
2018
Q2 		$1.87M Hold
53,150
– – 0.02% 623
2018
Q1 		$1.81M Hold
53,150
– – 0.02% 631
2017
Q4 		$2.08M Hold
53,150
– – 0.02% 593
2017
Q3 		$1.76M Hold
53,150
– – 0.02% 617
2017
Q2 		$1.77M Sell
53,150
-26,600
-33% -$872K 0.02% 626
2017
Q1 		$2.56M Hold
79,750
– – 0.03% 526
2016
Q4 		$2.4M Hold
79,750
– – 0.03% 548
2016
Q3 		$2.43M Hold
79,750
– – 0.03% 506
2016
Q2 		$2.84M Hold
79,750
– – 0.04% 443
2016
Q1 		$2.54M Hold
79,750
– – 0.04% 463
2015
Q4 		$2.38M Hold
79,750
– – 0.03% 478
2015
Q3 		$2.11M Hold
79,750
– – 0.03% 516
2015
Q2 		$1.95M Hold
79,750
– – 0.03% 571
2015
Q1 		$2.1M Hold
79,750
– – 0.03% 564
2014
Q4 		$2.13M Hold
79,750
– – 0.03% 563
2014
Q3 		$1.88M Hold
79,750
– – 0.03% 577
2014
Q2 		$2.09M Hold
79,750
– – 0.03% 562
2014
Q1 		$2M Hold
79,750
– – 0.03% 559
2013
Q4 		$1.88M Hold
79,750
– – 0.03% 572
2013
Q3 		$1.97M Sell
79,750
-6,250
-7% -$159K 0.03% 535
2013
Q2 		$2.15M Buy
+86,000
New +$2.18M 0.03% 489

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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 $105B AUM 38.07% 1-Year Est. Return

Nisa Investment Advisors's WTRG Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Essential Utilities (WTRG) stake by 14% in Q1 2026, selling an estimated $284K and leaving 43,334 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #635.

Nisa Investment Advisors first reported a position in WTRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.93M in Q4 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Nisa Investment Advisors held 43,334 shares of Essential Utilities worth $1.75M as of Q1 2026.
  • Nisa Investment Advisors sold 7,211 Essential Utilities shares in Q1 2026, an estimated $284K.
  • Essential Utilities made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #635 holding.
  • Nisa Investment Advisors first reported a position in Essential Utilities in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Essential Utilities position peaked at $2.93M in Q4 2022.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.