AWCI
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Alpine Woods Capital Investors’s Essential Utilities WTRG Stock Holding History

Alpine Woods Capital Investors’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 		– Sell
-14,077
Closed -$567K – 251
2026
Q1 		$567K Sell
14,077
-68,856
-83% -$2.71M 0.14% 108
2025
Q4 		$3.18M Buy
82,933
+7,119
+9% +$280K 0.76% 39
2025
Q3 		$3.02M Buy
75,814
+8,185
+12% +$312K 0.7% 45
2025
Q2 		$2.51M Buy
67,629
+4,260
+7% +$166K 0.6% 57
2025
Q1 		$2.5M Buy
63,369
+1,261
+2% +$46.3K 0.63% 57
2024
Q4 		$2.26M Sell
62,108
-27,062
-30% -$1.05M 0.43% 75
2024
Q3 		$3.55M Sell
89,170
-6,122
-6% -$241K 0.62% 50
2024
Q2 		$3.56M Buy
95,292
+8,896
+10% +$330K 0.55% 58
2024
Q1 		$3.16M Sell
86,396
-5,457
-6% -$198K 0.63% 52
2023
Q4 		$3.43M Buy
+91,853
New +$3.21M 0.51% 61

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 $413B AUM 44.57% 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

Alpine Woods Capital Investors's WTRG Position: Q2 2026 in Review

Alpine Woods Capital Investors sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 14,077 shares — an estimated $567K sold.

Alpine Woods Capital Investors first reported a position in WTRG in Q4 2023 and held it in 10 quarters. The position peaked at $3.56M in Q2 2024. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Alpine Woods Capital Investors reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 14,077 Essential Utilities shares in Q2 2026, an estimated $567K.
  • Alpine Woods Capital Investors first reported a position in Essential Utilities in Q4 2023 and held it in 10 quarters.
  • Alpine Woods Capital Investors's Essential Utilities position peaked at $3.56M in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.