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Tower Wealth Partners’s Essential Utilities WTRG Stock Holding History

Tower Wealth Partners’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 		$214K Hold
5,321
– – 0.12% 83
2025
Q4 		$204K Sell
5,321
-328
-6% -$12.9K 0.11% 86
2025
Q3 		$225K Sell
5,649
-358
-6% -$13.6K 0.12% 83
2025
Q2 		$223K Sell
6,007
-450
-7% -$17.5K 0.13% 78
2025
Q1 		$255K Buy
6,457
+28
+0.4% +$1.03K 0.14% 66
2024
Q4 		$234K Sell
6,429
-400
-6% -$15.5K 0.12% 64
2024
Q3 		$263K Buy
6,829
+111
+2% +$4.36K 0.15% 55
2024
Q2 		$251K Buy
6,718
+426
+7% +$15.8K 0.15% 54
2024
Q1 		$233K Buy
6,292
+77
+1% +$2.79K 0.15% 54
2023
Q4 		$232K Buy
6,215
+44
+0.7% +$1.54K 0.16% 49
2023
Q3 		$212K Sell
6,171
-1,569
-20% -$60.8K 0.17% 48
2023
Q2 		$309K Hold
7,740
– – 0.25% 44
2023
Q1 		$338K Sell
7,740
-300
-4% -$13.5K 0.28% 39
2022
Q4 		$384K Sell
8,040
-750
-9% -$34K 0.33% 34
2022
Q3 		$389K Hold
8,790
– – 0.37% 34
2022
Q2 		$403K Sell
8,790
-34
-0.4% -$1.58K 0.54% 30
2022
Q1 		$451K Sell
8,824
-290
-3% -$14K 0.49% 28
2021
Q4 		$489K Sell
9,114
-623
-6% -$30.3K 0.5% 26
2021
Q3 		$449K Hold
9,737
– – 0.47% 27
2021
Q2 		$445K Hold
9,737
– – 0.49% 29
2021
Q1 		$436K Sell
9,737
-1,243
-11% -$56.1K 0.56% 30
2020
Q4 		$519K Buy
+10,980
New +$488K 0.59% 21

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

Tower Wealth Partners's WTRG Position: Q1 2026 in Review

Tower Wealth Partners held its Essential Utilities (WTRG) position steady in Q1 2026 at 5,321 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #83.

Tower Wealth Partners first reported a position in WTRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $519K in Q4 2020. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Tower Wealth Partners held 5,321 shares of Essential Utilities worth $214K as of Q1 2026.
  • Tower Wealth Partners left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up 0.12% of Tower Wealth Partners's portfolio in Q1 2026, its #83 holding.
  • Tower Wealth Partners first reported a position in Essential Utilities in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's Essential Utilities position peaked at $519K in Q4 2020.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.