AG
WTRG icon

Algert Global’s Essential Utilities WTRG Stock Holding History

Algert Global’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 		$12.3M Buy
+321,500
New +$12.3M 0.15% 214
2024
Q1 		– Sell
-6,768
Closed -$253K – 1298
2023
Q4 		$253K Sell
6,768
-3,150
-32% -$110K 0.01% 972
2023
Q3 		$340K Buy
9,918
+1,373
+16% +$53.2K 0.02% 856
2023
Q2 		$341K Buy
+8,545
New +$359K 0.01% 886

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

Algert Global's WTRG Position: Q2 2026 in Review

Algert Global opened a new position in Essential Utilities (WTRG) in Q2 2026: 321,500 shares worth $12.3M. The stake represents 0.15% of the portfolio and ranks #214 among its holdings. This is a return to the name: Algert Global previously reported a position in WTRG as recently as Q4 2023.

Algert Global first reported a position in WTRG in Q2 2023 and has held it in 4 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Algert Global held 321,500 shares of Essential Utilities worth $12.3M as of Q2 2026.
  • Essential Utilities was a new Algert Global position in Q2 2026.
  • Essential Utilities made up 0.15% of Algert Global's portfolio in Q2 2026, its #214 holding.
  • Algert Global first reported a position in Essential Utilities in Q2 2023 and has held it in 4 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.