SIS
WTRG icon

Strategic Investment Solutions’s Essential Utilities WTRG Stock Holding History

Strategic Investment Solutions’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
-625
Closed -$24K – 708
2025
Q4 		$24K Buy
625
+6
+1% +$236 0.01% 305
2025
Q3 		$24.7K Buy
619
+5
+0.8% +$191 0.01% 280
2025
Q2 		$22.8K Buy
614
+5
+0.8% +$195 0.01% 278
2025
Q1 		$24.1K Buy
609
+25
+4% +$918 0.01% 272
2024
Q4 		$21.8K Sell
584
-15
-3% -$582 0.01% 292
2024
Q3 		$23.1K Buy
599
+5
+0.8% +$197 0.01% 268
2024
Q2 		$24.1K Buy
+594
New +$22K 0.01% 246
2023
Q4 		$21.8K Buy
+584
New +$20.4K ﹤0.01% 636

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 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

Strategic Investment Solutions's WTRG Position: Q1 2026 in Review

Strategic Investment Solutions sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 625 shares — an estimated $24K sold.

Strategic Investment Solutions first reported a position in WTRG in Q4 2023 and held it in 8 quarters. The position peaked at $24.7K in Q3 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Strategic Investment Solutions reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Strategic Investment Solutions sold 625 Essential Utilities shares in Q1 2026, an estimated $24K.
  • Strategic Investment Solutions first reported a position in Essential Utilities in Q4 2023 and held it in 8 quarters.
  • Strategic Investment Solutions's Essential Utilities position peaked at $24.7K in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Strategic Investment Solutions's 13F filing for Q1 2026, filed 1 May 2026.