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Aurora Investment Counsel’s Essential Utilities WTRG Stock Holding History

Aurora Investment Counsel’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
Q1 		$2.85M Sell
70,684
-2,485
-3% -$97.8K 1.58% 5
2025
Q4 		$2.81M Buy
73,169
+2,768
+4% +$109K 1.48% 9
2025
Q3 		$2.81M Sell
70,401
-191
-0.3% -$7.28K 1.47% 9
2025
Q2 		$2.62M Buy
70,592
+1,178
+2% +$45.9K 1.38% 11
2025
Q1 		$2.74M Buy
+69,414
New +$2.55M 1.52% 9

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Aurora Investment Counsel's WTRG Position: Q1 2026 in Review

Aurora Investment Counsel reduced its Essential Utilities (WTRG) stake by 3.4% in Q1 2026, selling an estimated $97.8K and leaving 70,684 shares worth $2.85M. The position accounts for 1.58% of the portfolio, ranked #5.

Aurora Investment Counsel first reported a position in WTRG in Q1 2025 and has held it in 5 quarters since. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Aurora Investment Counsel held 70,684 shares of Essential Utilities worth $2.85M as of Q1 2026.
  • Aurora Investment Counsel sold 2,485 Essential Utilities shares in Q1 2026, an estimated $97.8K.
  • Essential Utilities made up 1.58% of Aurora Investment Counsel's portfolio in Q1 2026, its #5 holding.
  • Aurora Investment Counsel first reported a position in Essential Utilities in Q1 2025 and has held it in 5 quarters since.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Aurora Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.