ACB
WTRG icon

Aristotle Capital Boston’s Essential Utilities WTRG Stock Holding History

Aristotle Capital Boston’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 		$551K Sell
14,388
-4,852
-25% -$185K 0.04% 118
2026
Q1 		$774K Sell
19,240
-493
-2% -$19.4K 0.05% 119
2025
Q4 		$757K Sell
19,733
-922
-4% -$36.3K 0.04% 122
2025
Q3 		$824K Buy
+20,655
New +$787K 0.04% 125

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Aristotle Capital Boston's WTRG Position: Q2 2026 in Review

Aristotle Capital Boston reduced its Essential Utilities (WTRG) stake by 25% in Q2 2026, selling an estimated $185K and leaving 14,388 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #118.

Aristotle Capital Boston first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $824K in Q3 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Aristotle Capital Boston held 14,388 shares of Essential Utilities worth $551K as of Q2 2026.
  • Aristotle Capital Boston sold 4,852 Essential Utilities shares in Q2 2026, an estimated $185K.
  • Essential Utilities made up 0.04% of Aristotle Capital Boston's portfolio in Q2 2026, its #118 holding.
  • Aristotle Capital Boston first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • Aristotle Capital Boston's Essential Utilities position peaked at $824K in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.