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Pallas Capital Advisors’s Essential Utilities WTRG Stock Holding History

Pallas Capital 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 		$350K Buy
8,690
+982
+13% +$38.7K 0.01% 596
2025
Q4 		$296K Sell
7,708
-138
-2% -$5.43K 0.01% 682
2025
Q3 		$313K Buy
+7,846
New +$299K 0.01% 661

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

Pallas Capital Advisors's WTRG Position: Q1 2026 in Review

Pallas Capital Advisors increased its Essential Utilities (WTRG) stake by 13% in Q1 2026, buying an estimated $38.7K and bringing the position to 8,690 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #596.

Pallas Capital Advisors first reported a position in WTRG in Q3 2025 and has held it in 3 quarters since. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Pallas Capital Advisors held 8,690 shares of Essential Utilities worth $350K as of Q1 2026.
  • Pallas Capital Advisors bought 982 Essential Utilities shares in Q1 2026, an estimated $38.7K.
  • Essential Utilities made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #596 holding.
  • Pallas Capital Advisors first reported a position in Essential Utilities in Q3 2025 and has held it in 3 quarters since.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.