Seneschal Advisors’s Essential Utilities WTRG Stock Holding History

Seneschal Advisors’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	$81	Hold	2	–	–	﹤0.01%	577
2025 Q4	$77	Hold	2	–	–	﹤0.01%	578
2025 Q3	$80	Buy	+2	New	+$76	﹤0.01%	577

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

Seneschal Advisors's WTRG Position: Q1 2026 in Review

Seneschal Advisors held its Essential Utilities (WTRG) position steady in Q1 2026 at 2 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Seneschal Advisors first reported a position in WTRG in Q3 2025 and has held it in 3 quarters since. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Seneschal Advisors held 2 shares of Essential Utilities worth $81 as of Q1 2026.
Seneschal Advisors left its Essential Utilities share count unchanged in Q1 2026.
Essential Utilities made up ﹤0.01% of Seneschal Advisors's portfolio in Q1 2026, its #577 holding.
Seneschal Advisors first reported a position in Essential Utilities in Q3 2025 and has held it in 3 quarters since.
695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.