PIM
WTRG icon

Pullen Investment Management’s Essential Utilities WTRG Stock Holding History

Pullen Investment 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 		$499K Buy
12,381
+620
+5% +$24.4K 0.25% 85
2025
Q4 		$451K Sell
11,761
-231
-2% -$9.09K 0.24% 84
2025
Q3 		$478K Sell
11,992
-147
-1% -$5.6K 0.26% 84
2025
Q2 		$451K Sell
12,139
-148
-1% -$5.76K 0.27% 85
2025
Q1 		$486K Buy
12,287
+2,138
+21% +$78.5K 0.31% 88
2024
Q4 		$369K Sell
10,149
-1,659
-14% -$64.4K 0.24% 95
2024
Q3 		$455K Sell
11,808
-38
-0.3% -$1.49K 0.33% 81
2024
Q2 		$442K Buy
11,846
+5,273
+80% +$196K 0.37% 80
2024
Q1 		$244K Buy
+6,573
New +$238K 0.21% 95

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 $94.8B AUM 24.11% 1-Year Est. Return

Pullen Investment Management's WTRG Position: Q1 2026 in Review

Pullen Investment Management increased its Essential Utilities (WTRG) stake by 5.3% in Q1 2026, buying an estimated $24.4K and bringing the position to 12,381 shares worth $499K. The position accounts for 0.25% of the portfolio, ranked #85.

Pullen Investment Management first reported a position in WTRG in Q1 2024 and has held it in 9 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Pullen Investment Management held 12,381 shares of Essential Utilities worth $499K as of Q1 2026.
  • Pullen Investment Management bought 620 Essential Utilities shares in Q1 2026, an estimated $24.4K.
  • Essential Utilities made up 0.25% of Pullen Investment Management's portfolio in Q1 2026, its #85 holding.
  • Pullen Investment Management first reported a position in Essential Utilities in Q1 2024 and has held it in 9 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.