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Wealth Preservation Advisors’s Essential Utilities WTRG Stock Holding History

Wealth Preservation 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
-63
Closed -$2.42K – 1209
2025
Q4 		$2.42K Hold
63
– – ﹤0.01% 490
2025
Q3 		$2.51K Hold
63
– – ﹤0.01% 466
2025
Q2 		$2.34K Buy
63
+12
+24% +$467 ﹤0.01% 466
2025
Q1 		$2.02K Buy
+51
New +$1.87K ﹤0.01% 470

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 $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

Wealth Preservation Advisors's WTRG Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 63 shares — an estimated $2.42K sold.

Wealth Preservation Advisors first reported a position in WTRG in Q1 2025 and held it in 4 quarters. The position peaked at $2.51K in Q3 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 63 Essential Utilities shares in Q1 2026, an estimated $2.42K.
  • Wealth Preservation Advisors first reported a position in Essential Utilities in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Essential Utilities position peaked at $2.51K in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.