Bleakley Financial Group’s Essential Utilities WTRG Stock Holding History

Bleakley Financial Group’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	$894K	Buy	23,330 +12,520	+116%	+$478K	0.01%	679
2026 Q1	$435K	Buy	10,810 +343	+3%	+$13.5K	0.01%	663
2025 Q4	$402K	Buy	+10,467	New	+$412K	0.01%	619
2025 Q1	–	Sell	-10,006	Closed	-$363K	–	1029
2024 Q4	$363K	Sell	10,006 -465	-4%	-$18K	0.01%	719
2024 Q3	$404K	Sell	10,471 -49	-0.5%	-$1.93K	0.01%	663
2024 Q2	$393K	Sell	10,520 -1,324	-11%	-$49.1K	0.01%	681
2024 Q1	$439K	Buy	+11,844	New	+$429K	0.01%	654

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bleakley Financial Group's WTRG Position: Q2 2026 in Review

Bleakley Financial Group increased its Essential Utilities (WTRG) stake by 116% in Q2 2026, buying an estimated $478K and bringing the position to 23,330 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #679.

Bleakley Financial Group first reported a position in WTRG in Q1 2024 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Bleakley Financial Group held 23,330 shares of Essential Utilities worth $894K as of Q2 2026.
Bleakley Financial Group bought 12,520 Essential Utilities shares in Q2 2026, an estimated $478K.
Essential Utilities made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #679 holding.
Bleakley Financial Group first reported a position in Essential Utilities in Q1 2024 and has held it in 7 quarters since.
358 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.