Univest Financial’s Essential Utilities WTRG Stock Holding History

Univest Financial’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	$209K	Buy	+5,179	New	+$204K	0.01%	248
2025 Q4	–	Sell	-5,229	Closed	-$209K	–	268
2025 Q3	$209K	Buy	+5,229	New	+$199K	0.01%	252
2025 Q2	–	Sell	-5,179	Closed	-$205K	–	288
2025 Q1	$205K	Buy	+5,179	New	+$190K	0.01%	268
2023 Q3	–	Sell	-5,179	Closed	-$207K	–	118
2023 Q2	$207K	Hold	5,179	–	–	0.06%	112
2023 Q1	$226K	Hold	5,179	–	–	0.07%	96
2022 Q4	$247K	Hold	5,179	–	–	0.08%	93
2022 Q3	$214K	Hold	5,179	–	–	0.07%	97
2022 Q2	$237K	Sell	5,179 -457	-8%	-$21.2K	0.08%	93
2022 Q1	$288K	Hold	5,636	–	–	0.08%	90
2021 Q4	$303K	Hold	5,636	–	–	0.08%	92
2021 Q3	$260K	Hold	5,636	–	–	0.07%	94
2021 Q2	$258K	Hold	5,636	–	–	0.07%	100
2021 Q1	$252K	Hold	5,636	–	–	0.07%	98
2020 Q4	$267K	Hold	5,636	–	–	0.08%	95
2020 Q3	$227K	Hold	5,636	–	–	0.07%	95
2020 Q2	$238K	Hold	5,636	–	–	0.08%	93
2020 Q1	$229K	Buy	+5,636	New	+$266K	0.09%	101
2019 Q4	–	Sell	-5,636	Closed	-$253K	–	135
2019 Q3	$253K	Hold	5,636	–	–	0.08%	101
2019 Q2	$233K	Hold	5,636	–	–	0.07%	104
2019 Q1	$205K	Buy	+5,636	New	+$199K	0.07%	112
2018 Q4	–	Sell	-5,636	Closed	-$208K	–	120
2018 Q3	$208K	Buy	+5,636	New	+$208K	0.06%	104
2018 Q1	–	Sell	-5,636	Closed	-$221K	–	96
2017 Q4	$221K	Buy	+5,636	New	+$206K	0.09%	91
2016 Q4	–	Sell	-11,746	Closed	-$358K	–	102
2016 Q3	$358K	Sell	11,746 -1,000	-8%	-$32.4K	0.16%	73
2016 Q2	$455K	Sell	12,746 -1,000	-7%	-$32.6K	0.21%	64
2016 Q1	$437K	Sell	13,746 -500	-4%	-$15.5K	0.2%	65
2015 Q4	$425K	Hold	14,246	–	–	0.19%	69
2015 Q3	$377K	Buy	14,246 +1,970	+16%	+$50.4K	0.18%	67
2015 Q2	$301K	Hold	12,276	–	–	0.14%	72
2015 Q1	$323K	Hold	12,276	–	–	0.15%	72
2014 Q4	$328K	Sell	12,276 -3,000	-20%	-$77.1K	0.14%	71
2014 Q3	$359K	Sell	15,276 -5,000	-25%	-$122K	0.17%	68
2014 Q2	$532K	Sell	20,276 -7,366	-27%	-$185K	0.25%	64
2014 Q1	$693K	Sell	27,642 -4,000	-13%	-$96.6K	0.35%	61
2013 Q4	$746K	Buy	+31,642	New	+$771K	0.37%	62

Other funds holding WTRG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Univest Financial's WTRG Position: Q1 2026 in Review

Univest Financial opened a new position in Essential Utilities (WTRG) in Q1 2026: 5,179 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Univest Financial previously reported a position in WTRG as recently as Q3 2025.

Univest Financial first reported a position in WTRG in Q4 2013 and has held it in 34 quarters since. The position peaked at $746K in Q4 2013. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Univest Financial held 5,179 shares of Essential Utilities worth $209K as of Q1 2026.
Essential Utilities was a new Univest Financial position in Q1 2026.
Essential Utilities made up 0.01% of Univest Financial's portfolio in Q1 2026, its #248 holding.
Univest Financial first reported a position in Essential Utilities in Q4 2013 and has held it in 34 quarters since.
Univest Financial's Essential Utilities position peaked at $746K in Q4 2013.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.