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WTRG icon

&Partners’s Essential Utilities WTRG Stock Holding History

&Partners’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 		$452K Sell
11,224
-519
-4% -$20.4K ﹤0.01% 1753
2025
Q4 		$450K Sell
11,743
-3,680
-24% -$145K ﹤0.01% 1673
2025
Q3 		$615K Buy
15,423
+8,793
+133% +$335K ﹤0.01% 1334
2025
Q2 		$247K Buy
+6,630
New +$258K ﹤0.01% 1723

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

&Partners's WTRG Position: Q1 2026 in Review

&Partners reduced its Essential Utilities (WTRG) stake by 4.4% in Q1 2026, selling an estimated $20.4K and leaving 11,224 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

&Partners first reported a position in WTRG in Q2 2025 and has held it in 4 quarters since. The position peaked at $615K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • &Partners held 11,224 shares of Essential Utilities worth $452K as of Q1 2026.
  • &Partners sold 519 Essential Utilities shares in Q1 2026, an estimated $20.4K.
  • Essential Utilities made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1753 holding.
  • &Partners first reported a position in Essential Utilities in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Essential Utilities position peaked at $615K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.