TAFW
WTRG icon

Tred Avon Family Wealth’s Essential Utilities WTRG Stock Holding History

Tred Avon Family Wealth’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 		$234K Hold
5,803
– – 0.08% 249
2025
Q4 		$223K Hold
5,803
– – 0.07% 243
2025
Q3 		$232K Buy
+5,803
New +$221K 0.08% 226

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 $105B AUM 38.07% 1-Year Est. Return

Tred Avon Family Wealth's WTRG Position: Q1 2026 in Review

Tred Avon Family Wealth held its Essential Utilities (WTRG) position steady in Q1 2026 at 5,803 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #249.

Tred Avon Family Wealth 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.

  • Tred Avon Family Wealth held 5,803 shares of Essential Utilities worth $234K as of Q1 2026.
  • Tred Avon Family Wealth left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up 0.08% of Tred Avon Family Wealth's portfolio in Q1 2026, its #249 holding.
  • Tred Avon Family Wealth 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 Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.