QWM
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Quaker Wealth Management’s Essential Utilities WTRG Stock Holding History

Quaker 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 		$441K Sell
10,963
-301
-3% -$11.8K 0.14% 42
2025
Q4 		$432K Sell
11,264
-504
-4% -$19.8K 0.14% 39
2025
Q3 		$470K Sell
11,768
-491
-4% -$18.7K 0.15% 35
2025
Q2 		$455K Buy
+12,259
New +$477K 0.15% 37
2024
Q3 		$513K Buy
+13,299
New +$523K 0.19% 33
2024
Q1 		$565K Buy
+15,255
New +$553K 0.23% 33

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

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

Quaker Wealth Management reduced its Essential Utilities (WTRG) stake by 2.7% in Q1 2026, selling an estimated $11.8K and leaving 10,963 shares worth $441K. The position accounts for 0.14% of the portfolio, ranked #42.

Quaker Wealth Management first reported a position in WTRG in Q1 2024 and has held it in 6 quarters since. The position peaked at $565K in Q1 2024. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Quaker Wealth Management held 10,963 shares of Essential Utilities worth $441K as of Q1 2026.
  • Quaker Wealth Management sold 301 Essential Utilities shares in Q1 2026, an estimated $11.8K.
  • Essential Utilities made up 0.14% of Quaker Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Quaker Wealth Management first reported a position in Essential Utilities in Q1 2024 and has held it in 6 quarters since.
  • Quaker Wealth Management's Essential Utilities position peaked at $565K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.