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W.H. Cornerstone Investments’s Essential Utilities WTRG Stock Holding History

W.H. Cornerstone Investments’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 		$224K Buy
5,571
+39
+0.7% +$1.53K 0.14% 122
2025
Q4 		$212K Sell
5,532
-151
-3% -$5.94K 0.13% 110
2025
Q3 		$227K Sell
5,683
-84
-1% -$3.2K 0.14% 107
2025
Q2 		$214K Buy
5,767
+40
+0.7% +$1.56K 0.14% 106
2025
Q1 		$226K Sell
5,727
-1,110
-16% -$40.8K 0.16% 103
2024
Q4 		$248K Sell
6,837
-1,409
-17% -$54.7K 0.17% 107
2024
Q3 		$318K Sell
8,246
-2,277
-22% -$89.5K 0.21% 90
2024
Q2 		$393K Buy
10,523
+85
+0.8% +$3.15K 0.28% 74
2024
Q1 		$387K Buy
10,438
+91
+0.9% +$3.3K 0.28% 84
2023
Q4 		$386K Buy
10,347
+977
+10% +$34.1K 0.31% 85
2023
Q3 		$322K Sell
9,370
-2,014
-18% -$78K 0.28% 90
2023
Q2 		$454K Buy
11,384
+64
+0.6% +$2.69K 0.41% 65
2023
Q1 		$494K Buy
11,320
+55
+0.5% +$2.48K 0.45% 66
2022
Q4 		$550K Buy
11,265
+22
+0.2% +$996 0.52% 58
2022
Q3 		$458K Buy
+11,243
New +$545K 0.48% 62

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 $105B AUM 38.07% 1-Year Est. Return

W.H. Cornerstone Investments's WTRG Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its Essential Utilities (WTRG) stake by 0.7% in Q1 2026, buying an estimated $1.53K and bringing the position to 5,571 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #122.

W.H. Cornerstone Investments first reported a position in WTRG in Q3 2022 and has held it in 15 quarters since. The position peaked at $550K in Q4 2022. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • W.H. Cornerstone Investments held 5,571 shares of Essential Utilities worth $224K as of Q1 2026.
  • W.H. Cornerstone Investments bought 39 Essential Utilities shares in Q1 2026, an estimated $1.53K.
  • Essential Utilities made up 0.14% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #122 holding.
  • W.H. Cornerstone Investments first reported a position in Essential Utilities in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's Essential Utilities position peaked at $550K in Q4 2022.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.