WWM
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Whalen Wealth Management’s Essential Utilities WTRG Stock Holding History

Whalen Wealth Management’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
-13,385
Closed -$513K – 231
2025
Q4 		$513K Buy
13,385
+6,122
+84% +$241K 0.28% 89
2025
Q3 		$290K Buy
+7,263
New +$277K 0.17% 136

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 $94.8B AUM 24.11% 1-Year Est. Return

Whalen Wealth Management's WTRG Position: Q1 2026 in Review

Whalen Wealth Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 13,385 shares — an estimated $513K sold.

Whalen Wealth Management first reported a position in WTRG in Q3 2025 and held it in 2 quarters. The position peaked at $513K in Q4 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Whalen Wealth Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 13,385 Essential Utilities shares in Q1 2026, an estimated $513K.
  • Whalen Wealth Management first reported a position in Essential Utilities in Q3 2025 and held it in 2 quarters.
  • Whalen Wealth Management's Essential Utilities position peaked at $513K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.