AUB
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Atlantic Union Bankshares’s Essential Utilities WTRG Stock Holding History

Atlantic Union Bankshares’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 		$28.1K Sell
733
-6
-0.8% -$229 ﹤0.01% 1077
2026
Q1 		$29.8K Buy
739
+6
+0.8% +$236 ﹤0.01% 1026
2025
Q4 		$28.1K Hold
733
– – ﹤0.01% 1035
2025
Q3 		$29.2K Buy
733
+675
+1,164% +$25.7K ﹤0.01% 1043
2025
Q2 		$2.15K Buy
+58
New +$2.26K ﹤0.01% 1079

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

Atlantic Union Bankshares's WTRG Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Essential Utilities (WTRG) stake by 0.81% in Q2 2026, selling an estimated $229 and leaving 733 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Atlantic Union Bankshares first reported a position in WTRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.8K in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Atlantic Union Bankshares held 733 shares of Essential Utilities worth $28.1K as of Q2 2026.
  • Atlantic Union Bankshares sold 6 Essential Utilities shares in Q2 2026, an estimated $229.
  • Essential Utilities made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1077 holding.
  • Atlantic Union Bankshares first reported a position in Essential Utilities in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's Essential Utilities position peaked at $29.8K in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.