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Turning Point Benefit Group’s Essential Utilities WTRG Stock Holding History

Turning Point Benefit Group’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
-9
Closed -$345 – 803
2025
Q4 		$345 Hold
9
– – ﹤0.01% 690
2025
Q3 		$349 Buy
+9
New +$343 ﹤0.01% 553

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

Turning Point Benefit Group's WTRG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 9 shares — an estimated $345 sold.

Turning Point Benefit Group first reported a position in WTRG in Q3 2025 and held it in 2 quarters. The position peaked at $349 in Q3 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 9 Essential Utilities shares in Q1 2026, an estimated $345.
  • Turning Point Benefit Group first reported a position in Essential Utilities in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Essential Utilities position peaked at $349 in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.