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Truvestments Capital’s Essential Utilities WTRG Stock Holding History

Truvestments Capital’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 		$57.4K Buy
1,425
+10
+0.7% +$394 0.01% 476
2025
Q4 		$54.3K Buy
1,415
+10
+0.7% +$393 0.01% 435
2025
Q3 		$56.1K Sell
1,405
-10
-0.7% -$381 0.01% 422
2025
Q2 		$52.6K Buy
1,415
+9
+0.6% +$351 0.01% 388
2025
Q1 		$55.6K Buy
1,406
+304
+28% +$11.2K 0.01% 382
2024
Q4 		$40K Buy
1,102
+9
+0.8% +$349 0.01% 402
2024
Q3 		$42.1K Buy
+1,093
New +$43K 0.01% 379
2024
Q2 		– Sell
-1,075
Closed -$39.8K – 691
2024
Q1 		$39.8K Sell
1,075
-1,091
-50% -$39.6K 0.02% 376
2023
Q4 		$80.9K Buy
2,166
+18
+0.8% +$628 0.04% 276
2023
Q3 		$73.7K Buy
2,148
+18
+0.8% +$697 0.04% 256
2023
Q2 		$85K Buy
2,130
+15
+0.7% +$629 0.04% 247
2023
Q1 		$92.3K Sell
2,115
-441
-17% -$19.9K 0.05% 247
2022
Q4 		$122K Sell
2,556
-969
-27% -$43.9K 0.07% 210
2022
Q3 		$146K Buy
3,525
+19
+0.5% +$920 0.09% 173
2022
Q2 		$161K Buy
+3,506
New +$163K 0.09% 174
2022
Q1 		– Sell
-3,469
Closed -$186K – 553
2021
Q4 		$186K Buy
3,469
+17
+0.5% +$825 0.09% 163
2021
Q3 		$159K Buy
3,452
+17
+0.5% +$823 0.09% 170
2021
Q2 		$157K Buy
3,435
+17
+0.5% +$798 0.09% 166
2021
Q1 		$153K Buy
3,418
+18
+0.5% +$813 0.09% 179
2020
Q4 		$160K Buy
+3,400
New +$151K 0.11% 161
2020
Q2 		– Sell
-18,491
Closed -$752K – 628
2020
Q1 		$752K Buy
18,491
+1,090
+6% +$51.4K 0.96% 33
2019
Q4 		$817K Sell
17,401
-783
-4% -$35.3K 0.57% 59
2019
Q3 		$815K Sell
18,184
-149
-0.8% -$6.4K 0.53% 59
2019
Q2 		$758K Sell
18,333
-849
-4% -$33K 0.51% 57
2019
Q1 		$699K Buy
+19,182
New +$676K 0.54% 51
2018
Q3 		$860K Buy
23,301
+1,350
+6% +$49.9K 0.41% 69
2018
Q2 		$772K Buy
+21,951
New +$752K 0.48% 70

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

Truvestments Capital's WTRG Position: Q1 2026 in Review

Truvestments Capital increased its Essential Utilities (WTRG) stake by 0.71% in Q1 2026, buying an estimated $394 and bringing the position to 1,425 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #476.

Truvestments Capital first reported a position in WTRG in Q2 2018 and has held it in 27 quarters since. The position peaked at $860K in Q3 2018. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Truvestments Capital held 1,425 shares of Essential Utilities worth $57.4K as of Q1 2026.
  • Truvestments Capital bought 10 Essential Utilities shares in Q1 2026, an estimated $394.
  • Essential Utilities made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #476 holding.
  • Truvestments Capital first reported a position in Essential Utilities in Q2 2018 and has held it in 27 quarters since.
  • Truvestments Capital's Essential Utilities position peaked at $860K in Q3 2018.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.