Robbins Farley’s Essential Utilities WTRG Stock Holding History

Robbins Farley’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	$15.1K	Hold	375	–	–	0.01%	103
2025 Q4	$14.4K	Hold	375	–	–	0.01%	104
2025 Q3	$15K	Hold	375	–	–	0.01%	114
2025 Q2	$13.9K	Hold	375	–	–	0.01%	113
2025 Q1	$14.8K	Hold	375	–	–	0.01%	103
2024 Q4	$13.6K	Hold	375	–	–	0.01%	105
2024 Q3	$14.5K	Hold	375	–	–	0.01%	103
2024 Q2	$14K	Hold	375	–	–	0.01%	103
2024 Q1	$13.9K	Hold	375	–	–	0.01%	104
2023 Q4	$14K	Hold	375	–	–	0.01%	103
2023 Q3	$12.9K	Hold	375	–	–	0.01%	111
2023 Q2	$15K	Hold	375	–	–	0.01%	100
2023 Q1	$16.4K	Hold	375	–	–	0.01%	103
2022 Q4	$17.9K	Hold	375	–	–	0.01%	89
2022 Q3	$16K	Hold	375	–	–	0.01%	83
2022 Q2	$17K	Hold	375	–	–	0.02%	64
2022 Q1	$19K	Hold	375	–	–	0.01%	75
2021 Q4	$20K	Hold	375	–	–	0.01%	74
2021 Q3	$17K	Buy	+375	New	+$18.2K	0.01%	93
2021 Q1	–	Sell	-375	Closed	-$18K	–	212
2020 Q4	$18K	Buy	+375	New	+$16.7K	0.02%	63

Other funds holding WTRG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Robbins Farley's WTRG Position: Q1 2026 in Review

Robbins Farley held its Essential Utilities (WTRG) position steady in Q1 2026 at 375 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #103.

Robbins Farley first reported a position in WTRG in Q4 2020 and has held it in 20 quarters since. The position peaked at $20K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Robbins Farley held 375 shares of Essential Utilities worth $15.1K as of Q1 2026.
Robbins Farley left its Essential Utilities share count unchanged in Q1 2026.
Essential Utilities made up 0.01% of Robbins Farley's portfolio in Q1 2026, its #103 holding.
Robbins Farley first reported a position in Essential Utilities in Q4 2020 and has held it in 20 quarters since.
Robbins Farley's Essential Utilities position peaked at $20K in Q4 2021.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Robbins Farley's 13F filing for Q1 2026, filed 17 Apr 2026.