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WTRG icon

AQR Arbitrage’s Essential Utilities WTRG Stock Holding History

AQR Arbitrage’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 		$148M Buy
3,858,057
+720,838
+23% +$27.5M 2.1% 9
2026
Q1 		$126M Buy
3,137,219
+2,188,335
+231% +$86.1M 2.07% 7
2025
Q4 		$36.4M Buy
+948,884
New +$37.3M 0.77% 32
2021
Q1 		– Sell
-6,935
Closed -$323K – 1383
2020
Q4 		$323K Buy
+6,935
New +$308K 0.01% 799

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AQR Arbitrage's WTRG Position: Q2 2026 in Review

AQR Arbitrage increased its Essential Utilities (WTRG) stake by 23% in Q2 2026, buying an estimated $27.5M and bringing the position to 3,858,057 shares worth $148M. The position accounts for 2.1% of the portfolio, ranked #9.

AQR Arbitrage first reported a position in WTRG in Q4 2020 and has held it in 4 quarters since. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • AQR Arbitrage held 3,858,057 shares of Essential Utilities worth $148M as of Q2 2026.
  • AQR Arbitrage bought 720,838 Essential Utilities shares in Q2 2026, an estimated $27.5M.
  • Essential Utilities made up 2.1% of AQR Arbitrage's portfolio in Q2 2026, its #9 holding.
  • AQR Arbitrage first reported a position in Essential Utilities in Q4 2020 and has held it in 4 quarters since.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on AQR Arbitrage's 13F filing for Q2 2026, filed 14 Aug 2026.