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American Capital Advisory’s Essential Utilities WTRG Stock Holding History

American Capital Advisory’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 		$154 Sell
4
-4
-50% -$153 ﹤0.01% 1097
2026
Q1 		$323 Hold
8
– – ﹤0.01% 951
2025
Q4 		$307 Sell
8
-4
-33% -$157 ﹤0.01% 861
2025
Q3 		$479 Buy
12
+2
+20% +$76 ﹤0.01% 716
2025
Q2 		$372 Buy
10
+6
+150% +$234 ﹤0.01% 686
2025
Q1 		$159 Buy
+4
New +$147 ﹤0.01% 765

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

American Capital Advisory's WTRG Position: Q2 2026 in Review

American Capital Advisory reduced its Essential Utilities (WTRG) stake by 50% in Q2 2026, selling an estimated $153 and leaving 4 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

American Capital Advisory first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $479 in Q3 2025. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • American Capital Advisory held 4 shares of Essential Utilities worth $154 as of Q2 2026.
  • American Capital Advisory sold 4 Essential Utilities shares in Q2 2026, an estimated $153.
  • Essential Utilities made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1097 holding.
  • American Capital Advisory first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • American Capital Advisory's Essential Utilities position peaked at $479 in Q3 2025.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.