Pinnacle Associates’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 | $214K | Sell |
5,312
-2,225
| -30% | -$87.6K | ﹤0.01% | 896 |
|
|
2025
Q4 | $289K | Hold |
7,537
| – | – | ﹤0.01% | 798 |
|
|
2025
Q3 | $301K | Hold |
7,537
| – | – | ﹤0.01% | 751 |
|
|
2025
Q2 | $280K | Hold |
7,537
| – | – | ﹤0.01% | 753 |
|
|
2025
Q1 | $298K | Hold |
7,537
| – | – | ﹤0.01% | 713 |
|
|
2024
Q4 | $274K | Hold |
7,537
| – | – | ﹤0.01% | 739 |
|
|
2024
Q3 | $282K | Hold |
7,537
| – | – | ﹤0.01% | 690 |
|
|
2024
Q2 | $281K | Hold |
7,537
| – | – | ﹤0.01% | 703 |
|
|
2024
Q1 | $279K | Hold |
7,537
| – | – | ﹤0.01% | 713 |
|
|
2023
Q4 | $282K | Hold |
7,537
| – | – | ﹤0.01% | 700 |
|
|
2023
Q3 | $259K | Hold |
7,537
| – | – | ﹤0.01% | 697 |
|
|
2023
Q2 | $301K | Hold |
7,537
| – | – | 0.01% | 673 |
|
|
2023
Q1 | $329K | Hold |
7,537
| – | – | 0.01% | 603 |
|
|
2022
Q4 | $360K | Hold |
7,537
| – | – | 0.01% | 568 |
|
|
2022
Q3 | $312K | Hold |
7,537
| – | – | 0.01% | 585 |
|
|
2022
Q2 | $346K | Hold |
7,537
| – | – | 0.01% | 586 |
|
|
2022
Q1 | $385K | Sell |
7,537
-2,025
| -21% | -$97.7K | 0.01% | 616 |
|
|
2021
Q4 | $513K | Sell |
9,562
-600
| -6% | -$29.1K | 0.01% | 557 |
|
|
2021
Q3 | $468K | Buy |
10,162
+675
| +7% | +$32.7K | 0.01% | 559 |
|
|
2021
Q2 | $434K | Hold |
9,487
| – | – | 0.01% | 577 |
|
|
2021
Q1 | $425K | Hold |
9,487
| – | – | 0.01% | 559 |
|
|
2020
Q4 | $449K | Sell |
9,487
-1,800
| -16% | -$80K | 0.01% | 535 |
|
|
2020
Q3 | $454K | Sell |
11,287
-700
| -6% | -$30.1K | 0.01% | 505 |
|
|
2020
Q2 | $506K | Sell |
11,987
-344
| -3% | -$14.5K | 0.01% | 487 |
|
|
2020
Q1 | $502K | Buy |
12,331
+2
| +0% | +$94 | 0.02% | 467 |
|
|
2019
Q4 | $579K | Sell |
12,329
-10,998
| -47% | -$495K | 0.01% | 513 |
|
|
2019
Q3 | $1.05M | Buy |
23,327
+2
| +0% | +$86 | 0.02% | 393 |
|
|
2019
Q2 | $965K | Buy |
23,325
+2
| +0% | +$78 | 0.02% | 416 |
|
|
2019
Q1 | $850K | Sell |
23,323
-3,499
| -13% | -$123K | 0.02% | 439 |
|
|
2018
Q4 | $917K | Sell |
26,822
-20,898
| -44% | -$725K | 0.02% | 402 |
|
|
2018
Q3 | $1.76M | Buy |
47,720
+2
| +0% | +$74 | 0.04% | 329 |
|
|
2018
Q2 | $1.68M | Sell |
47,718
-1,292
| -3% | -$44.3K | 0.03% | 333 |
|
|
2018
Q1 | $1.67M | Buy |
49,010
+2
| +0% | +$70 | 0.03% | 334 |
|
|
2017
Q4 | $1.92M | Buy |
+49,008
| New | +$1.79M | 0.04% | 310 |
|
Other funds holding WTRG
VPM
VCM
Pinnacle Associates's WTRG Position: Q1 2026 in Review
Pinnacle Associates reduced its Essential Utilities (WTRG) stake by 30% in Q1 2026, selling an estimated $87.6K and leaving 5,312 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #896.
Pinnacle Associates first reported a position in WTRG in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.92M in Q4 2017. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Pinnacle Associates held 5,312 shares of Essential Utilities worth $214K as of Q1 2026.
- Pinnacle Associates sold 2,225 Essential Utilities shares in Q1 2026, an estimated $87.6K.
- Essential Utilities made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #896 holding.
- Pinnacle Associates first reported a position in Essential Utilities in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Associates's Essential Utilities position peaked at $1.92M in Q4 2017.
- 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.