Aberdeen Group
WTRG icon

Aberdeen Group’s Essential Utilities WTRG Stock Holding History

Aberdeen Group’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
Q2 		$8.72M Buy
227,500
+92,600
+69% +$3.54M 0.01% 627
2026
Q1 		$5.43M Sell
134,900
-204,333
-60% -$8.04M 0.01% 680
2025
Q4 		$13M Buy
339,233
+154,062
+83% +$6.06M 0.02% 558
2025
Q3 		$7.24M Buy
185,171
+28,087
+18% +$1.07M 0.01% 654
2025
Q2 		$5.76M Buy
157,084
+6,674
+4% +$260K 0.01% 687
2025
Q1 		$5.92M Sell
150,410
-25,311
-14% -$930K 0.01% 663
2024
Q4 		$6.34M Buy
175,721
+76,091
+76% +$2.95M 0.01% 603
2024
Q3 		$3.82M Sell
99,630
-261,771
-72% -$10.3M 0.01% 693
2024
Q2 		$13.5M Sell
361,401
-14,216
-4% -$527K 0.03% 458
2024
Q1 		$13.9M Sell
375,617
-25,379
-6% -$920K 0.03% 492
2023
Q4 		$15M Sell
400,996
-568
-0.1% -$19.8K 0.03% 459
2023
Q3 		$13.8M Buy
401,564
+73,766
+23% +$2.86M 0.04% 378
2023
Q2 		$13.1M Sell
327,798
-18,478
-5% -$775K 0.03% 422
2023
Q1 		$15.1M Buy
346,276
+328,542
+1,853% +$14.8M 0.04% 393
2022
Q4 		$846K Sell
17,734
-1,450
-8% -$65.6K ﹤0.01% 795
2022
Q3 		$794K Sell
19,184
-763
-4% -$37K ﹤0.01% 802
2022
Q2 		$911K Buy
19,947
+1,383
+7% +$64.2K ﹤0.01% 795
2022
Q1 		$963K Sell
18,564
-413
-2% -$19.9K ﹤0.01% 829
2021
Q4 		$1.02M Sell
18,977
-4,981
-21% -$242K ﹤0.01% 868
2021
Q3 		$1.12M Buy
23,958
+8,589
+56% +$416K ﹤0.01% 871
2021
Q2 		$702K Sell
15,369
-3,806
-20% -$179K ﹤0.01% 909
2021
Q1 		$859K Sell
19,175
-2,202
-10% -$99.4K ﹤0.01% 878
2020
Q4 		$1.01M Buy
21,377
+12,409
+138% +$551K ﹤0.01% 830
2020
Q3 		$361K Sell
8,968
-5,991
-40% -$257K ﹤0.01% 879
2020
Q2 		$632K Buy
14,959
+2,238
+18% +$94.5K ﹤0.01% 835
2020
Q1 		$519K Buy
12,721
+377
+3% +$17.8K ﹤0.01% 834
2019
Q4 		$579K Buy
+12,344
New +$556K ﹤0.01% 861

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Aberdeen Group's WTRG Position: Q2 2026 in Review

Aberdeen Group increased its Essential Utilities (WTRG) stake by 69% in Q2 2026, buying an estimated $3.54M and bringing the position to 227,500 shares worth $8.72M. The position accounts for 0.01% of the portfolio, ranked #627.

Aberdeen Group first reported a position in WTRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.1M in Q1 2023. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Aberdeen Group held 227,500 shares of Essential Utilities worth $8.72M as of Q2 2026.
  • Aberdeen Group bought 92,600 Essential Utilities shares in Q2 2026, an estimated $3.54M.
  • Essential Utilities made up 0.01% of Aberdeen Group's portfolio in Q2 2026, its #627 holding.
  • Aberdeen Group first reported a position in Essential Utilities in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Group's Essential Utilities position peaked at $15.1M in Q1 2023.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.