Perigon Wealth Management’s Essential Utilities WTRG Stock Holding History

Perigon Wealth 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	$1.04M	Buy	25,755 +768	+3%	+$30.2K	0.02%	521
2025 Q4	$958K	Buy	+24,987	New	+$983K	0.02%	568
2023 Q1	–	Sell	-4,694	Closed	-$224K	–	735
2022 Q4	$224K	Buy	+4,694	New	+$212K	0.01%	624
2022 Q2	–	Sell	-4,461	Closed	-$228K	–	629
2022 Q1	$228K	Buy	+4,461	New	+$215K	0.02%	552
2021 Q1	–	Sell	-2,042	Closed	-$97K	–	1043
2020 Q4	$97K	Buy	+2,042	New	+$90.7K	0.01%	547
2018 Q2	–	Sell	-1,625	Closed	-$55K	–	596
2018 Q1	$55K	Hold	1,625	–	–	0.02%	298
2017 Q4	$64K	Hold	1,625	–	–	0.02%	264
2017 Q3	$54K	Sell	1,625 -22,629	-93%	-$758K	0.02%	329
2017 Q2	$808K	Sell	24,254 -570	-2%	-$18.7K	0.18%	128
2017 Q1	$798K	Buy	24,824 +2,393	+11%	+$73.5K	0.17%	127
2016 Q4	$710K	Buy	22,431 +20,806	+1,280%	+$621K	0.16%	137
2016 Q3	$50K	Hold	1,625	–	–	0.01%	311
2016 Q2	$58K	Hold	1,625	–	–	0.02%	267
2016 Q1	$52K	Buy	+1,625	New	+$50.3K	0.02%	194

Other funds holding WTRG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Perigon Wealth Management's WTRG Position: Q1 2026 in Review

Perigon Wealth Management increased its Essential Utilities (WTRG) stake by 3.1% in Q1 2026, buying an estimated $30.2K and bringing the position to 25,755 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #521.

Perigon Wealth Management first reported a position in WTRG in Q1 2016 and has held it in 14 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Perigon Wealth Management held 25,755 shares of Essential Utilities worth $1.04M as of Q1 2026.
Perigon Wealth Management bought 768 Essential Utilities shares in Q1 2026, an estimated $30.2K.
Essential Utilities made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #521 holding.
Perigon Wealth Management first reported a position in Essential Utilities in Q1 2016 and has held it in 14 quarters since.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.