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Oakmont Investment Advisors’s Essential Utilities WTRG Stock Holding History

Oakmont 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 		– Sell
-14,916
Closed -$572K – 136
2025
Q4 		$572K Buy
+14,916
New +$587K 0.42% 66

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State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Oakmont Investment Advisors sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 14,916 shares — an estimated $572K sold.

Oakmont Investment Advisors first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $572K in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Oakmont Investment Advisors reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Oakmont Investment Advisors sold 14,916 Essential Utilities shares in Q1 2026, an estimated $572K.
  • Oakmont Investment Advisors first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
  • Oakmont Investment Advisors's Essential Utilities position peaked at $572K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Oakmont Investment Advisors's 13F filing for Q1 2026, filed 14 Aug 2026.