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Wealthspire Advisors (New York)’s Essential Utilities WTRG Stock Holding History

Wealthspire Advisors (New York)’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 		$664K Sell
16,487
-2,918
-15% -$115K 0.01% 496
2025
Q4 		$744K Buy
19,405
+2,599
+15% +$102K 0.01% 502
2025
Q3 		$671K Buy
16,806
+447
+3% +$17K ﹤0.01% 473
2025
Q2 		$608K Buy
16,359
+37
+0.2% +$1.44K ﹤0.01% 493
2025
Q1 		$645K Buy
16,322
+327
+2% +$12K ﹤0.01% 462
2024
Q4 		$581K Buy
15,995
+645
+4% +$25K 0.01% 475
2024
Q3 		$592K Sell
15,350
-2,734
-15% -$107K 0.01% 458
2024
Q2 		$675K Sell
18,084
-1,089
-6% -$40.4K 0.01% 373
2024
Q1 		$710K Sell
19,173
-113
-0.6% -$4.1K 0.01% 365
2023
Q4 		$720K Hold
19,286
– – 0.01% 364
2023
Q3 		$662K Sell
19,286
-300
-2% -$11.6K 0.01% 341
2023
Q2 		$782K Hold
19,586
– – 0.01% 294
2023
Q1 		$855K Sell
19,586
-382
-2% -$17.2K 0.01% 276
2022
Q4 		$953K Sell
19,968
-28
-0.1% -$1.27K 0.02% 271
2022
Q3 		$827K Buy
19,996
+193
+1% +$9.35K 0.02% 254
2022
Q2 		$908K Buy
+19,803
New +$920K 0.02% 221
2022
Q1 		– Sell
-3,924
Closed -$211K – 556
2021
Q4 		$211K Buy
+3,924
New +$191K ﹤0.01% 513

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.61T 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

Wealthspire Advisors (New York)'s WTRG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Essential Utilities (WTRG) stake by 15% in Q1 2026, selling an estimated $115K and leaving 16,487 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #496.

Wealthspire Advisors (New York) first reported a position in WTRG in Q4 2021 and has held it in 17 quarters since. The position peaked at $953K in Q4 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Wealthspire Advisors (New York) held 16,487 shares of Essential Utilities worth $664K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,918 Essential Utilities shares in Q1 2026, an estimated $115K.
  • Essential Utilities made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #496 holding.
  • Wealthspire Advisors (New York) first reported a position in Essential Utilities in Q4 2021 and has held it in 17 quarters since.
  • Wealthspire Advisors (New York)'s Essential Utilities position peaked at $953K in Q4 2022.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.