SAG
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SageView Advisory Group’s Essential Utilities WTRG Stock Holding History

SageView 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 		– Sell
-1,935
Closed -$74.2K – 2446
2025
Q4 		$74.2K Buy
+1,935
New +$76.1K ﹤0.01% 925

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

SageView Advisory Group sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 1,935 shares — an estimated $74.2K sold.

SageView Advisory Group first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $74.2K in Q4 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • SageView Advisory Group reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,935 Essential Utilities shares in Q1 2026, an estimated $74.2K.
  • SageView Advisory Group first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Essential Utilities position peaked at $74.2K in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.