PWM
WTRG icon

PTM Wealth Management’s Essential Utilities WTRG Stock Holding History

PTM 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 		$266K Buy
6,498
+55
+0.9% +$2.17K 0.14% 48
2025
Q4 		$243K Buy
6,443
+56
+0.9% +$2.2K 0.14% 52
2025
Q3 		$256K Buy
6,387
+54
+0.9% +$2.06K 0.15% 47
2025
Q2 		$233K Buy
6,333
+54
+0.9% +$2.1K 0.15% 44
2025
Q1 		$236K Buy
+6,279
New +$231K 0.25% 37

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 $105B AUM 38.07% 1-Year Est. Return

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

PTM Wealth Management increased its Essential Utilities (WTRG) stake by 0.85% in Q1 2026, buying an estimated $2.17K and bringing the position to 6,498 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #48.

PTM Wealth Management first reported a position in WTRG in Q1 2025 and has held it in 5 quarters since. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • PTM Wealth Management held 6,498 shares of Essential Utilities worth $266K as of Q1 2026.
  • PTM Wealth Management bought 55 Essential Utilities shares in Q1 2026, an estimated $2.17K.
  • Essential Utilities made up 0.14% of PTM Wealth Management's portfolio in Q1 2026, its #48 holding.
  • PTM Wealth Management first reported a position in Essential Utilities in Q1 2025 and has held it in 5 quarters since.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.