AI
WTRG icon

Atom Investors’s Essential Utilities WTRG Stock Holding History

Atom Investors’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 		$358K Buy
+9,350
New +$357K 0.03% 649
2025
Q3 		– Sell
-147,774
Closed -$5.49M – 857
2025
Q2 		$5.49M Buy
147,774
+4,043
+3% +$157K 0.49% 43
2025
Q1 		$5.68M Buy
143,731
+129,985
+946% +$4.77M 0.7% 28
2024
Q4 		$499K Sell
13,746
-216,598
-94% -$8.41M 0.06% 311
2024
Q3 		$8.88M Sell
230,344
-655
-0.3% -$25.7K 0.93% 14
2024
Q2 		$8.62M Buy
230,999
+105,922
+85% +$3.93M 0.86% 21
2024
Q1 		$4.63M Sell
125,077
-24,404
-16% -$885K 0.58% 43
2023
Q4 		$5.58M Buy
149,481
+50,348
+51% +$1.76M 0.99% 11
2023
Q3 		$3.4M Buy
99,133
+53,426
+117% +$2.07M 0.78% 17
2023
Q2 		$1.82M Buy
+45,707
New +$1.92M 0.69% 22
2021
Q2 		– Sell
-21,290
Closed -$953K – 345
2021
Q1 		$953K Sell
21,290
-1,835
-8% -$82.9K 0.16% 112
2020
Q4 		$1.09M Sell
23,125
-96,914
-81% -$4.31M 0.11% 182
2020
Q3 		$4.83M Sell
120,039
-34,487
-22% -$1.48M 0.46% 47
2020
Q2 		$6.53M Sell
154,526
-1,837
-1% -$77.6K 0.43% 39
2020
Q1 		$6.36M Buy
156,363
+29,587
+23% +$1.4M 0.56% 44
2019
Q4 		$5.95M Sell
126,776
-13,741
-10% -$619K 0.49% 69
2019
Q3 		$6.3M Sell
140,517
-14,686
-9% -$630K 0.43% 83
2019
Q2 		$6.42M Buy
155,203
+49,471
+47% +$1.92M 0.42% 76
2019
Q1 		$3.85M Buy
+105,732
New +$3.73M 0.33% 95

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 $416B AUM 44.19% 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

Atom Investors's WTRG Position: Q2 2026 in Review

Atom Investors opened a new position in Essential Utilities (WTRG) in Q2 2026: 9,350 shares worth $358K. The stake represents 0.03% of the portfolio and ranks #649 among its holdings. This is a return to the name: Atom Investors previously reported a position in WTRG as recently as Q2 2025.

Atom Investors first reported a position in WTRG in Q1 2019 and has held it in 19 quarters since. The position peaked at $8.88M in Q3 2024. 701 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Atom Investors held 9,350 shares of Essential Utilities worth $358K as of Q2 2026.
  • Essential Utilities was a new Atom Investors position in Q2 2026.
  • Essential Utilities made up 0.03% of Atom Investors's portfolio in Q2 2026, its #649 holding.
  • Atom Investors first reported a position in Essential Utilities in Q1 2019 and has held it in 19 quarters since.
  • Atom Investors's Essential Utilities position peaked at $8.88M in Q3 2024.
  • 701 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.