Parallel Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $153K | Buy |
3,802
+74
| +2% | +$2.91K | ﹤0.01% | 1335 |
|
|
2025
Q4 | $143K | Buy |
3,728
+18
| +0.5% | +$708 | ﹤0.01% | 1261 |
|
|
2025
Q3 | $148K | Buy |
3,710
+1,199
| +48% | +$45.7K | ﹤0.01% | 1203 |
|
|
2025
Q2 | $93.3K | Buy |
2,511
+104
| +4% | +$4.05K | ﹤0.01% | 1394 |
|
|
2025
Q1 | $95.2K | Sell |
2,407
-319
| -12% | -$11.7K | ﹤0.01% | 1299 |
|
|
2024
Q4 | $99K | Sell |
2,726
-238
| -8% | -$9.24K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $114K | Buy |
2,964
+641
| +28% | +$25.2K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $86.7K | Sell |
2,323
-166
| -7% | -$6.16K | ﹤0.01% | 1244 |
|
|
2024
Q1 | $92.2K | Buy |
2,489
+79
| +3% | +$2.87K | ﹤0.01% | 1208 |
|
|
2023
Q4 | $90K | Buy |
2,410
+556
| +30% | +$19.4K | ﹤0.01% | 1156 |
|
|
2023
Q3 | $63.7K | Buy |
1,854
+63
| +4% | +$2.44K | ﹤0.01% | 1278 |
|
|
2023
Q2 | $71.5K | Buy |
1,791
+7
| +0.4% | +$294 | ﹤0.01% | 1221 |
|
|
2023
Q1 | $77.9K | Buy |
1,784
+33
| +2% | +$1.49K | ﹤0.01% | 1169 |
|
|
2022
Q4 | $83.6K | Buy |
1,751
+131
| +8% | +$5.93K | ﹤0.01% | 1058 |
|
|
2022
Q3 | $67K | Buy |
1,620
+134
| +9% | +$6.49K | ﹤0.01% | 1142 |
|
|
2022
Q2 | $68K | Sell |
1,486
-107
| -7% | -$4.97K | ﹤0.01% | 1116 |
|
|
2022
Q1 | $83K | Sell |
1,593
-159
| -9% | -$7.67K | ﹤0.01% | 1066 |
|
|
2021
Q4 | $94K | Sell |
1,752
-320
| -15% | -$15.5K | ﹤0.01% | 1046 |
|
|
2021
Q3 | $95K | Buy |
2,072
+464
| +29% | +$22.5K | ﹤0.01% | 1008 |
|
|
2021
Q2 | $73K | Buy |
1,608
+73
| +5% | +$3.42K | ﹤0.01% | 1063 |
|
|
2021
Q1 | $69K | Sell |
1,535
-70
| -4% | -$3.16K | ﹤0.01% | 1039 |
|
|
2020
Q4 | $76K | Sell |
1,605
-179
| -10% | -$7.95K | ﹤0.01% | 927 |
|
|
2020
Q3 | $72K | Sell |
1,784
-365
| -17% | -$15.7K | ﹤0.01% | 911 |
|
|
2020
Q2 | $90K | Sell |
2,149
-12
| -0.6% | -$507 | 0.01% | 804 |
|
|
2020
Q1 | $87K | Buy |
2,161
+875
| +68% | +$41.3K | 0.01% | 732 |
|
|
2019
Q4 | $60K | Hold |
1,286
| – | – | ﹤0.01% | 974 |
|
|
2019
Q3 | $58K | Buy |
1,286
+546
| +74% | +$23.4K | 0.01% | 927 |
|
|
2019
Q2 | $31K | Hold |
740
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q1 | $27K | Hold |
740
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q4 | $25K | Hold |
740
| – | – | ﹤0.01% | 982 |
|
|
2018
Q3 | $27K | Hold |
740
| – | – | ﹤0.01% | 1039 |
|
|
2018
Q2 | $26K | Hold |
740
| – | – | ﹤0.01% | 962 |
|
|
2018
Q1 | $25K | Hold |
740
| – | – | ﹤0.01% | 927 |
|
|
2017
Q4 | $29K | Hold |
740
| – | – | ﹤0.01% | 884 |
|
|
2017
Q3 | $27K | Hold |
740
| – | – | ﹤0.01% | 899 |
|
|
2017
Q2 | $25K | Hold |
740
| – | – | ﹤0.01% | 930 |
|
|
2017
Q1 | $24K | Sell |
740
-44
| -6% | -$1.35K | ﹤0.01% | 902 |
|
|
2016
Q4 | $24K | Buy |
+784
| New | +$23.4K | 0.01% | 813 |
|
Other funds holding WTRG
VPM
VCM
Parallel Advisors's WTRG Position: Q1 2026 in Review
Parallel Advisors increased its Essential Utilities (WTRG) stake by 2% in Q1 2026, buying an estimated $2.91K and bringing the position to 3,802 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.
Parallel Advisors first reported a position in WTRG in Q4 2016 and has held it in 38 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Parallel Advisors held 3,802 shares of Essential Utilities worth $153K as of Q1 2026.
- Parallel Advisors bought 74 Essential Utilities shares in Q1 2026, an estimated $2.91K.
- Essential Utilities made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1335 holding.
- Parallel Advisors first reported a position in Essential Utilities in Q4 2016 and has held it in 38 quarters since.
- 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.