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Osbon Capital Management’s Essential Utilities WTRG Stock Holding History

Osbon Capital Management’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 		$1.49K Hold
37
– – ﹤0.01% 445
2025
Q4 		$1.42K Buy
+37
New +$1.46K ﹤0.01% 323

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 $105B AUM 38.07% 1-Year Est. Return

Osbon Capital Management's WTRG Position: Q1 2026 in Review

Osbon Capital Management held its Essential Utilities (WTRG) position steady in Q1 2026 at 37 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Osbon Capital Management first reported a position in WTRG in Q4 2025 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Osbon Capital Management held 37 shares of Essential Utilities worth $1.49K as of Q1 2026.
  • Osbon Capital Management left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #445 holding.
  • Osbon Capital Management first reported a position in Essential Utilities in Q4 2025 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.