Aspire Private Capital’s Essential Utilities WTRG Stock Holding History

Aspire Private Capital’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	$811K	Hold	21,176	–	–	0.17%	110
2026 Q1	$853K	Hold	21,176	–	–	0.19%	106
2025 Q4	$812K	Hold	21,176	–	–	0.18%	108
2025 Q3	$845K	Hold	21,176	–	–	0.19%	109
2025 Q2	$786K	Hold	21,176	–	–	0.18%	114
2025 Q1	$837K	Hold	21,176	–	–	0.21%	103
2024 Q4	$769K	Hold	21,176	–	–	0.19%	95
2024 Q3	$817K	Hold	21,176	–	–	0.19%	91
2024 Q2	$791K	Hold	21,176	–	–	0.2%	84
2024 Q1	$785K	Hold	21,176	–	–	0.21%	84
2023 Q4	$791K	Buy	+21,176	New	+$739K	0.23%	67

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

Aspire Private Capital's WTRG Position: Q2 2026 in Review

Aspire Private Capital held its Essential Utilities (WTRG) position steady in Q2 2026 at 21,176 shares worth $811K. The position accounts for 0.17% of the portfolio, ranked #110.

Aspire Private Capital first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $853K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Aspire Private Capital held 21,176 shares of Essential Utilities worth $811K as of Q2 2026.
Aspire Private Capital left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.17% of Aspire Private Capital's portfolio in Q2 2026, its #110 holding.
Aspire Private Capital first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
Aspire Private Capital's Essential Utilities position peaked at $853K in Q1 2026.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.