Ancora Advisors’s Essential Utilities WTRG Stock Holding History

Ancora Advisors’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	-776	Closed	-$31.3K	–	2401
2026 Q1	$31.3K	Hold	776	–	–	﹤0.01%	1343
2025 Q4	$29.8K	Buy	+776	New	+$30.5K	﹤0.01%	1357

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Ancora Advisors's WTRG Position: Q2 2026 in Review

Ancora Advisors sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 776 shares — an estimated $31.3K sold.

Ancora Advisors first reported a position in WTRG in Q4 2025 and held it in 2 quarters. The position peaked at $31.3K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Ancora Advisors reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 776 Essential Utilities shares in Q2 2026, an estimated $31.3K.
Ancora Advisors first reported a position in Essential Utilities in Q4 2025 and held it in 2 quarters.
Ancora Advisors's Essential Utilities position peaked at $31.3K in Q1 2026.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.