Private Advisor Group’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 | $2.12M | Sell |
52,547
-13,130
| -20% | -$517K | 0.01% | 1040 |
|
|
2025
Q4 | $2.52M | Sell |
65,677
-9,269
| -12% | -$365K | 0.01% | 932 |
|
|
2025
Q3 | $2.99M | Sell |
74,946
-1,831
| -2% | -$69.8K | 0.01% | 838 |
|
|
2025
Q2 | $2.85M | Buy |
76,777
+5,376
| +8% | +$209K | 0.02% | 806 |
|
|
2025
Q1 | $2.82M | Sell |
71,401
-14,195
| -17% | -$521K | 0.02% | 746 |
|
|
2024
Q4 | $3.11M | Sell |
85,596
-17,515
| -17% | -$680K | 0.02% | 694 |
|
|
2024
Q3 | $3.98M | Sell |
103,111
-2,111
| -2% | -$83K | 0.02% | 616 |
|
|
2024
Q2 | $3.93M | Sell |
105,222
-3,632
| -3% | -$135K | 0.03% | 577 |
|
|
2024
Q1 | $4.03M | Sell |
108,854
-2,140
| -2% | -$77.6K | 0.03% | 534 |
|
|
2023
Q4 | $4.15M | Sell |
110,994
-3,606
| -3% | -$126K | 0.03% | 497 |
|
|
2023
Q3 | $3.93M | Sell |
114,600
-8,469
| -7% | -$328K | 0.04% | 472 |
|
|
2023
Q2 | $4.98M | Sell |
123,069
-3,196
| -3% | -$134K | 0.04% | 402 |
|
|
2023
Q1 | $5.51M | Buy |
126,265
+4,390
| +4% | +$198K | 0.05% | 358 |
|
|
2022
Q4 | $1.25M | Sell |
121,875
-10,550
| -8% | -$478K | 0.06% | 308 |
|
|
2022
Q3 | $5.48M | Sell |
132,425
-3,045
| -2% | -$148K | 0.06% | 307 |
|
|
2022
Q2 | $6.21M | Sell |
135,470
-4,362
| -3% | -$203K | 0.06% | 339 |
|
|
2022
Q1 | $7.15M | Buy |
139,832
+16,439
| +13% | +$793K | 0.05% | 325 |
|
|
2021
Q4 | $6.63M | Sell |
123,393
-21,101
| -15% | -$1.02M | 0.05% | 360 |
|
|
2021
Q3 | $6.66M | Buy |
144,494
+31,366
| +28% | +$1.52M | 0.04% | 418 |
|
|
2021
Q2 | $5.17M | Buy |
113,128
+10,010
| +10% | +$470K | 0.05% | 396 |
|
|
2021
Q1 | $4.61M | Buy |
103,118
+5,183
| +5% | +$234K | 0.04% | 402 |
|
|
2020
Q4 | $4.63M | Buy |
97,935
+4,713
| +5% | +$209K | 0.05% | 349 |
|
|
2020
Q3 | $3.77M | Sell |
93,222
-738
| -0.8% | -$31.7K | 0.05% | 357 |
|
|
2020
Q2 | $3.97M | Buy |
93,960
+33,033
| +54% | +$1.4M | 0.06% | 328 |
|
|
2020
Q1 | $2.48M | Sell |
60,927
-17,481
| -22% | -$825K | 0.05% | 377 |
|
|
2019
Q4 | $3.68M | Buy |
78,408
+3,839
| +5% | +$173K | 0.06% | 344 |
|
|
2019
Q3 | $3.34M | Buy |
74,569
+8,376
| +13% | +$360K | 0.05% | 374 |
|
|
2019
Q2 | $2.74M | Sell |
66,193
-3,933
| -6% | -$153K | 0.05% | 389 |
|
|
2019
Q1 | $2.56M | Buy |
70,126
+4,675
| +7% | +$165K | 0.05% | 367 |
|
|
2018
Q4 | $2.24M | Buy |
65,451
+5,077
| +8% | +$176K | 0.05% | 346 |
|
|
2018
Q3 | $2.23M | Buy |
60,374
+16,501
| +38% | +$610K | 0.05% | 400 |
|
|
2018
Q2 | $1.55M | Buy |
43,873
+680
| +2% | +$23.3K | 0.03% | 358 |
|
|
2018
Q1 | $1.47M | Buy |
43,193
+1,333
| +3% | +$46.4K | 0.06% | 322 |
|
|
2017
Q4 | $1.58M | Sell |
41,860
-24,272
| -37% | -$885K | 0.07% | 303 |
|
|
2017
Q3 | $2.27M | Buy |
66,132
+1,852
| +3% | +$62.1K | 0.06% | 328 |
|
|
2017
Q2 | $2.1M | Buy |
64,280
+1,855
| +3% | +$60.8K | 0.06% | 328 |
|
|
2017
Q1 | $2.03M | Sell |
62,425
-7,239
| -10% | -$222K | 0.06% | 341 |
|
|
2016
Q4 | $2.1M | Buy |
69,664
+33,843
| +94% | +$1.01M | 0.07% | 282 |
|
|
2016
Q3 | $1.06M | Buy |
35,821
+8,255
| +30% | +$268K | 0.04% | 414 |
|
|
2016
Q2 | $976K | Buy |
27,566
+1,287
| +5% | +$41.9K | 0.04% | 419 |
|
|
2016
Q1 | $836K | Buy |
26,279
+1,383
| +6% | +$42.8K | 0.04% | 418 |
|
|
2015
Q4 | $742K | Sell |
24,896
-5,156
| -17% | -$148K | 0.04% | 467 |
|
|
2015
Q3 | $795K | Buy |
30,052
+1,592
| +6% | +$40.7K | 0.04% | 415 |
|
|
2015
Q2 | $697K | Sell |
28,460
-2,413
| -8% | -$63.3K | 0.03% | 487 |
|
|
2015
Q1 | $814K | Sell |
30,873
-269
| -0.9% | -$7.16K | 0.05% | 410 |
|
|
2014
Q4 | $831K | Sell |
31,142
-300
| -1% | -$7.71K | 0.05% | 388 |
|
|
2014
Q3 | $740K | Sell |
31,442
-46
| -0.1% | -$1.12K | 0.05% | 396 |
|
|
2014
Q2 | $826K | Buy |
31,488
+3,508
| +13% | +$88.2K | 0.07% | 337 |
|
|
2014
Q1 | $701K | Buy |
27,980
+1,505
| +6% | +$36.3K | 0.07% | 319 |
|
|
2013
Q4 | $625K | Buy |
+26,475
| New | +$645K | 0.07% | 335 |
|
Other funds holding WTRG
VPM
VCM
Private Advisor Group's WTRG Position: Q1 2026 in Review
Private Advisor Group reduced its Essential Utilities (WTRG) stake by 20% in Q1 2026, selling an estimated $517K and leaving 52,547 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #1040.
Private Advisor Group first reported a position in WTRG in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.15M in Q1 2022. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Private Advisor Group held 52,547 shares of Essential Utilities worth $2.12M as of Q1 2026.
- Private Advisor Group sold 13,130 Essential Utilities shares in Q1 2026, an estimated $517K.
- Essential Utilities made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1040 holding.
- Private Advisor Group first reported a position in Essential Utilities in Q4 2013 and has held it in 50 quarters since.
- Private Advisor Group's Essential Utilities position peaked at $7.15M in Q1 2022.
- 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.