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Twin Peaks Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Twin Peaks Wealth Advisors’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 		$14.9K Buy
+371
New +$14.6K ﹤0.01% 838
2025
Q3 		– Sell
-337
Closed -$13.1K – 2165
2025
Q2 		$13.1K Buy
+337
New +$13.1K ﹤0.01% 794

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

Twin Peaks Wealth Advisors's WTRG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Essential Utilities (WTRG) in Q1 2026: 371 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WTRG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WTRG in Q2 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 371 shares of Essential Utilities worth $14.9K as of Q1 2026.
  • Essential Utilities was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Essential Utilities made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #838 holding.
  • Twin Peaks Wealth Advisors first reported a position in Essential Utilities in Q2 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.