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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
Q2 		$2.63M Sell
68,633
-2,051
-3% -$78.3K 1.35% 12
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 $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

Aurora Investment Counsel's WTRG Position: Q2 2026 in Review

Aurora Investment Counsel reduced its Essential Utilities (WTRG) stake by 2.9% in Q2 2026, selling an estimated $78.3K and leaving 68,633 shares worth $2.63M. The position accounts for 1.35% of the portfolio, ranked #12.

Aurora Investment Counsel first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.85M in Q1 2026. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Aurora Investment Counsel held 68,633 shares of Essential Utilities worth $2.63M as of Q2 2026.
  • Aurora Investment Counsel sold 2,051 Essential Utilities shares in Q2 2026, an estimated $78.3K.
  • Essential Utilities made up 1.35% of Aurora Investment Counsel's portfolio in Q2 2026, its #12 holding.
  • Aurora Investment Counsel first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • Aurora Investment Counsel's Essential Utilities position peaked at $2.85M in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Aurora Investment Counsel's 13F filing for Q2 2026, filed 10 Aug 2026.