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O'Brien Greene & Co’s Essential Utilities WTRG Stock Holding History

O'Brien Greene & 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 		$311K Hold
7,714
– – 0.09% 114
2025
Q4 		$296K Sell
7,714
-400
-5% -$15.7K 0.09% 115
2025
Q3 		$324K Hold
8,114
– – 0.1% 107
2025
Q2 		$301K Hold
8,114
– – 0.1% 106
2025
Q1 		$321K Hold
8,114
– – 0.11% 102
2024
Q4 		$295K Hold
8,114
– – 0.1% 112
2024
Q3 		$313K Sell
8,114
-3,000
-27% -$118K 0.1% 112
2024
Q2 		$415K Hold
11,114
– – 0.13% 93
2024
Q1 		$412K Hold
11,114
– – 0.14% 93
2023
Q4 		$415K Hold
11,114
– – 0.15% 90
2023
Q3 		$382K Hold
11,114
– – 0.14% 89
2023
Q2 		$444K Sell
11,114
-100
-0.9% -$4.2K 0.15% 86
2023
Q1 		$489K Hold
11,214
– – 0.18% 84
2022
Q4 		$535K Sell
11,214
-34,428
-75% -$1.56M 0.2% 75
2022
Q3 		$1.89M Buy
45,642
+29,428
+181% +$1.43M 0.25% 64
2022
Q2 		$743K Hold
16,214
– – 0.28% 57
2022
Q1 		$829K Hold
16,214
– – 0.27% 62
2021
Q4 		$871K Hold
16,214
– – 0.29% 65
2021
Q3 		$747K Hold
16,214
– – 0.27% 68
2021
Q2 		$741K Sell
16,214
-450
-3% -$21.1K 0.26% 70
2021
Q1 		$746K Sell
16,664
-50
-0.3% -$2.26K 0.3% 65
2020
Q4 		$790K Sell
16,714
-57
-0.3% -$2.53K 0.33% 64
2020
Q3 		$675K Sell
16,771
-349
-2% -$15K 0.32% 61
2020
Q2 		$723K Hold
17,120
– – 0.38% 57
2020
Q1 		$696K Hold
17,120
– – 0.46% 50
2019
Q4 		$804K Sell
17,120
-350
-2% -$15.8K 0.41% 59
2019
Q3 		$783K Hold
17,470
– – 0.42% 56
2019
Q2 		$723K Buy
17,470
+10,056
+136% +$391K 0.38% 65
2019
Q1 		$270K Hold
7,414
– – 0.14% 94
2018
Q4 		$254K Buy
+7,414
New +$257K 0.15% 92

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

O'Brien Greene & Co's WTRG Position: Q1 2026 in Review

O'Brien Greene & Co held its Essential Utilities (WTRG) position steady in Q1 2026 at 7,714 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #114.

O'Brien Greene & Co first reported a position in WTRG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.89M in Q3 2022. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • O'Brien Greene & Co held 7,714 shares of Essential Utilities worth $311K as of Q1 2026.
  • O'Brien Greene & Co left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up 0.09% of O'Brien Greene & Co's portfolio in Q1 2026, its #114 holding.
  • O'Brien Greene & Co first reported a position in Essential Utilities in Q4 2018 and has held it in 30 quarters since.
  • O'Brien Greene & Co's Essential Utilities position peaked at $1.89M in Q3 2022.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.