RAG
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RIA Advisory Group’s Essential Utilities WTRG Stock Holding History

RIA Advisory Group’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 		$346K Sell
8,595
-367
-4% -$14.4K 0.08% 110
2025
Q4 		$344K Buy
+8,962
New +$353K 0.08% 109

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

RIA Advisory Group's WTRG Position: Q1 2026 in Review

RIA Advisory Group reduced its Essential Utilities (WTRG) stake by 4.1% in Q1 2026, selling an estimated $14.4K and leaving 8,595 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #110.

RIA Advisory Group 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.

  • RIA Advisory Group held 8,595 shares of Essential Utilities worth $346K as of Q1 2026.
  • RIA Advisory Group sold 367 Essential Utilities shares in Q1 2026, an estimated $14.4K.
  • Essential Utilities made up 0.08% of RIA Advisory Group's portfolio in Q1 2026, its #110 holding.
  • RIA Advisory Group 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 RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.