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Ulland Investment Advisors’s Essential Utilities WTRG Stock Holding History

Ulland Investment 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 		– Sell
-30
Closed -$1K – 222
2025
Q4 		$1K Hold
30
– – ﹤0.01% 214
2025
Q3 		$1K Hold
30
– – ﹤0.01% 224
2025
Q2 		$1K Hold
30
– – ﹤0.01% 208
2025
Q1 		$1K Hold
30
– – ﹤0.01% 212
2024
Q4 		$1K Hold
30
– – ﹤0.01% 207
2024
Q3 		$1K Hold
30
– – ﹤0.01% 199
2024
Q2 		$1K Hold
30
– – ﹤0.01% 217
2024
Q1 		$1K Hold
30
– – ﹤0.01% 224
2023
Q4 		$1K Hold
30
– – ﹤0.01% 201
2023
Q3 		$1K Hold
30
– – ﹤0.01% 211
2023
Q2 		$1K Hold
30
– – ﹤0.01% 210
2023
Q1 		$1K Hold
30
– – ﹤0.01% 202
2022
Q4 		$1K Hold
30
– – ﹤0.01% 210
2022
Q3 		$1K Hold
30
– – ﹤0.01% 212
2022
Q2 		$1K Hold
30
– – ﹤0.01% 240
2022
Q1 		$2K Buy
+30
New +$1.45K ﹤0.01% 246

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 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

Ulland Investment Advisors's WTRG Position: Q1 2026 in Review

Ulland Investment Advisors sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 30 shares — an estimated $1K sold.

Ulland Investment Advisors first reported a position in WTRG in Q1 2022 and held it in 16 quarters. The position peaked at $2K in Q1 2022. 698 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Ulland Investment Advisors reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Ulland Investment Advisors sold 30 Essential Utilities shares in Q1 2026, an estimated $1K.
  • Ulland Investment Advisors first reported a position in Essential Utilities in Q1 2022 and held it in 16 quarters.
  • Ulland Investment Advisors's Essential Utilities position peaked at $2K in Q1 2022.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Ulland Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.