Adage Capital Partners’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$22.9M Buy
+567,799
New +$22.3M 0.04% 432
2025
Q3
Sell
-425,000
Closed -$15.8M 990
2025
Q2
$15.8M Buy
+425,000
New +$16.6M 0.03% 504

Other funds holding WTRG

Adage Capital Partners's WTRG Position: Q1 2026 in Review

Adage Capital Partners opened a new position in Essential Utilities (WTRG) in Q1 2026: 567,799 shares worth $22.9M. The stake represents 0.04% of the portfolio and ranks #432 among its holdings. This is a return to the name: Adage Capital Partners previously reported a position in WTRG as recently as Q2 2025.

Adage Capital Partners first reported a position in WTRG in Q2 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Adage Capital Partners held 567,799 shares of Essential Utilities worth $22.9M as of Q1 2026.
  • Essential Utilities was a new Adage Capital Partners position in Q1 2026.
  • Essential Utilities made up 0.04% of Adage Capital Partners's portfolio in Q1 2026, its #432 holding.
  • Adage Capital Partners first reported a position in Essential Utilities in Q2 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.