Pinnacle Bancorp’s Essential Utilities WTRG Stock Holding History

Pinnacle Bancorp’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	$17K	Hold	423	–	–	0.01%	626
2025 Q4	$16.2K	Hold	423	–	–	﹤0.01%	621
2025 Q3	$16.9K	Hold	423	–	–	0.01%	645
2025 Q2	$15.7K	Hold	423	–	–	﹤0.01%	645
2025 Q1	$16.7K	Hold	423	–	–	0.01%	615
2024 Q4	$15.4K	Hold	423	–	–	0.01%	625
2024 Q3	$16.3K	Hold	423	–	–	﹤0.01%	611
2024 Q2	$15.8K	Hold	423	–	–	﹤0.01%	597
2024 Q1	$15.7K	Hold	423	–	–	﹤0.01%	588
2023 Q4	$15.8K	Hold	423	–	–	0.01%	570
2023 Q3	$14.5K	Hold	423	–	–	0.01%	552
2023 Q2	$16.9K	Hold	423	–	–	0.01%	519
2023 Q1	$18.5K	Hold	423	–	–	0.01%	511
2022 Q4	$20K	Hold	423	–	–	0.01%	474
2022 Q3	$18K	Hold	423	–	–	0.01%	474
2022 Q2	$19K	Hold	423	–	–	0.01%	463
2022 Q1	$22K	Hold	423	–	–	0.01%	454
2021 Q4	$23K	Hold	423	–	–	0.01%	463
2021 Q3	$19K	Hold	423	–	–	0.01%	494
2021 Q2	$19K	Hold	423	–	–	0.01%	503
2021 Q1	$19K	Hold	423	–	–	0.01%	504
2020 Q4	$20K	Hold	423	–	–	0.01%	463
2020 Q3	$17K	Buy	+423	New	+$18.2K	0.01%	462
2020 Q1	–	Sell	-423	Closed	-$20K	–	698
2019 Q4	$20K	Hold	423	–	–	0.01%	439
2019 Q3	$19K	Hold	423	–	–	0.01%	457
2019 Q2	$17K	Hold	423	–	–	0.01%	468
2019 Q1	$15K	Hold	423	–	–	0.01%	481
2018 Q4	$14K	Buy	+423	New	+$14.7K	0.01%	488
2017 Q1	$14K	Buy	+423	New	+$13K	0.01%	459

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

Pinnacle Bancorp's WTRG Position: Q1 2026 in Review

Pinnacle Bancorp held its Essential Utilities (WTRG) position steady in Q1 2026 at 423 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #626.

Pinnacle Bancorp first reported a position in WTRG in Q1 2017 and has held it in 29 quarters since. The position peaked at $23K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Pinnacle Bancorp held 423 shares of Essential Utilities worth $17K as of Q1 2026.
Pinnacle Bancorp left its Essential Utilities share count unchanged in Q1 2026.
Essential Utilities made up 0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #626 holding.
Pinnacle Bancorp first reported a position in Essential Utilities in Q1 2017 and has held it in 29 quarters since.
Pinnacle Bancorp's Essential Utilities position peaked at $23K in Q4 2021.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.