SignatureFD’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336K | Sell |
8,333
-663
| -7% | -$26.1K | 0.01% | 759 |
|
|
2025
Q4 | $345K | Buy |
8,996
+365
| +4% | +$14.4K | 0.01% | 733 |
|
|
2025
Q3 | $344K | Buy |
8,631
+768
| +10% | +$29.3K | 0.01% | 725 |
|
|
2025
Q2 | $292K | Buy |
7,863
+237
| +3% | +$9.23K | 0.01% | 745 |
|
|
2025
Q1 | $301K | Sell |
7,626
-1,187
| -13% | -$43.6K | 0.01% | 717 |
|
|
2024
Q4 | $320K | Sell |
8,813
-311
| -3% | -$12.1K | 0.01% | 698 |
|
|
2024
Q3 | $352K | Buy |
9,124
+171
| +2% | +$6.72K | 0.01% | 639 |
|
|
2024
Q2 | $334K | Sell |
8,953
-474
| -5% | -$17.6K | 0.01% | 628 |
|
|
2024
Q1 | $349K | Sell |
9,427
-213
| -2% | -$7.72K | 0.01% | 637 |
|
|
2023
Q4 | $360K | Buy |
9,640
+2,673
| +38% | +$93.3K | 0.01% | 577 |
|
|
2023
Q3 | $239K | Buy |
6,967
+4,405
| +172% | +$171K | 0.01% | 675 |
|
|
2023
Q2 | $102K | Buy |
2,562
+565
| +28% | +$23.7K | ﹤0.01% | 1045 |
|
|
2023
Q1 | $87.2K | Sell |
1,997
-476
| -19% | -$21.5K | ﹤0.01% | 1112 |
|
|
2022
Q4 | $118K | Buy |
2,473
+1,138
| +85% | +$51.5K | ﹤0.01% | 923 |
|
|
2022
Q3 | $55K | Buy |
1,335
+25
| +2% | +$1.21K | ﹤0.01% | 1227 |
|
|
2022
Q2 | $60K | Sell |
1,310
-1,226
| -48% | -$56.9K | ﹤0.01% | 1205 |
|
|
2022
Q1 | $130K | Buy |
2,536
+686
| +37% | +$33.1K | ﹤0.01% | 916 |
|
|
2021
Q4 | $99K | Sell |
1,850
-60
| -3% | -$2.91K | ﹤0.01% | 1028 |
|
|
2021
Q3 | $88K | Buy |
1,910
+257
| +16% | +$12.4K | ﹤0.01% | 1043 |
|
|
2021
Q2 | $76K | Buy |
1,653
+340
| +26% | +$16K | ﹤0.01% | 1073 |
|
|
2021
Q1 | $59K | Buy |
1,313
+332
| +34% | +$15K | ﹤0.01% | 1112 |
|
|
2020
Q4 | $46K | Buy |
981
+373
| +61% | +$16.6K | ﹤0.01% | 1126 |
|
|
2020
Q3 | $24K | Sell |
608
-134
| -18% | -$5.76K | ﹤0.01% | 1299 |
|
|
2020
Q2 | $31K | Buy |
742
+170
| +30% | +$7.18K | ﹤0.01% | 1148 |
|
|
2020
Q1 | $23K | Buy |
572
+77
| +16% | +$3.63K | ﹤0.01% | 1185 |
|
|
2019
Q4 | $23K | Sell |
495
-176
| -26% | -$7.93K | ﹤0.01% | 1237 |
|
|
2019
Q3 | $30K | Buy |
671
+200
| +42% | +$8.59K | ﹤0.01% | 1101 |
|
|
2019
Q2 | $19K | Sell |
471
-203
| -30% | -$7.9K | ﹤0.01% | 1226 |
|
|
2019
Q1 | $25K | Buy |
674
+628
| +1,365% | +$22.1K | ﹤0.01% | 1113 |
|
|
2018
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 1759 |
|
|
2018
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 1735 |
|
|
2018
Q2 | $2K | Sell |
46
-27
| -37% | -$925 | ﹤0.01% | 1752 |
|
|
2018
Q1 | $2K | Buy |
+73
| New | +$2.54K | ﹤0.01% | 1590 |
|
Other funds holding WTRG
VPM
VCM
SignatureFD's WTRG Position: Q1 2026 in Review
SignatureFD reduced its Essential Utilities (WTRG) stake by 7.4% in Q1 2026, selling an estimated $26.1K and leaving 8,333 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #759.
SignatureFD first reported a position in WTRG in Q1 2018 and has held it in 33 quarters since. The position peaked at $360K in Q4 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- SignatureFD held 8,333 shares of Essential Utilities worth $336K as of Q1 2026.
- SignatureFD sold 663 Essential Utilities shares in Q1 2026, an estimated $26.1K.
- Essential Utilities made up 0.01% of SignatureFD's portfolio in Q1 2026, its #759 holding.
- SignatureFD first reported a position in Essential Utilities in Q1 2018 and has held it in 33 quarters since.
- SignatureFD's Essential Utilities position peaked at $360K in Q4 2023.
- 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.