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PW Nova Financial Services’s Essential Utilities WTRG Stock Holding History

PW Nova Financial Services’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 		$1.02M Buy
25,365
+1,470
+6% +$57.9K 0.26% 90
2025
Q4 		$924K Buy
+23,895
New +$940K 0.35% 53

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

PW Nova Financial Services's WTRG Position: Q1 2026 in Review

PW Nova Financial Services increased its Essential Utilities (WTRG) stake by 6.2% in Q1 2026, buying an estimated $57.9K and bringing the position to 25,365 shares worth $1.02M. The position accounts for 0.26% of the portfolio, ranked #90.

PW Nova Financial Services first reported a position in WTRG in Q4 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • PW Nova Financial Services held 25,365 shares of Essential Utilities worth $1.02M as of Q1 2026.
  • PW Nova Financial Services bought 1,470 Essential Utilities shares in Q1 2026, an estimated $57.9K.
  • Essential Utilities made up 0.26% of PW Nova Financial Services's portfolio in Q1 2026, its #90 holding.
  • PW Nova Financial Services first reported a position in Essential Utilities in Q4 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.