TI
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Tidal Investments’s Essential Utilities WTRG Stock Holding History

Tidal Investments’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 		$1.71M Buy
42,522
+3,083
+8% +$121K ﹤0.01% 1203
2025
Q4 		$1.51M Buy
39,439
+23,103
+141% +$909K ﹤0.01% 1066
2025
Q3 		$652K Sell
16,336
-25
-0.2% -$953 ﹤0.01% 1425
2025
Q2 		$608K Buy
+16,361
New +$637K ﹤0.01% 1281
2022
Q4 		– Sell
-12,690
Closed -$525K – 1215
2022
Q3 		$525K Buy
12,690
+9,299
+274% +$450K 0.02% 554
2022
Q2 		$156K Sell
3,391
-1,363
-29% -$63.3K 0.01% 1025
2022
Q1 		$243K Buy
4,754
+679
+17% +$32.8K 0.01% 929
2021
Q4 		$219K Buy
+4,075
New +$198K 0.01% 881

Other funds holding WTRG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Tidal Investments's WTRG Position: Q1 2026 in Review

Tidal Investments increased its Essential Utilities (WTRG) stake by 7.8% in Q1 2026, buying an estimated $121K and bringing the position to 42,522 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Tidal Investments first reported a position in WTRG in Q4 2021 and has held it in 8 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Tidal Investments held 42,522 shares of Essential Utilities worth $1.71M as of Q1 2026.
  • Tidal Investments bought 3,083 Essential Utilities shares in Q1 2026, an estimated $121K.
  • Essential Utilities made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1203 holding.
  • Tidal Investments first reported a position in Essential Utilities in Q4 2021 and has held it in 8 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.