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Byrne Asset Management’s Essential Utilities WTRG Stock Holding History

Byrne Asset Management’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 		$47.9K Buy
1,250
+150
+14% +$5.73K 0.03% 296
2026
Q1 		$44.3K Hold
1,100
– – 0.03% 290
2025
Q4 		$42.2K Sell
1,100
-140
-11% -$5.51K 0.02% 289
2025
Q3 		$49.5K Hold
1,240
– – 0.03% 239
2025
Q2 		$46.1K Sell
1,240
-662
-35% -$25.8K 0.03% 251
2025
Q1 		$75.2K Buy
1,902
+1,782
+1,485% +$65.4K 0.06% 170
2024
Q4 		$4.36K Buy
120
+10
+9% +$388 ﹤0.01% 465
2024
Q3 		$4.24K Buy
+110
New +$4.32K ﹤0.01% 465
2023
Q2 		– Sell
-345
Closed -$15K – 637
2023
Q1 		$15K Hold
345
– – 0.01% 348
2022
Q4 		$16.5K Buy
+345
New +$15.6K 0.01% 337

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

Byrne Asset Management's WTRG Position: Q2 2026 in Review

Byrne Asset Management increased its Essential Utilities (WTRG) stake by 14% in Q2 2026, buying an estimated $5.73K and bringing the position to 1,250 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #296.

Byrne Asset Management first reported a position in WTRG in Q4 2022 and has held it in 10 quarters since. The position peaked at $75.2K in Q1 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Byrne Asset Management held 1,250 shares of Essential Utilities worth $47.9K as of Q2 2026.
  • Byrne Asset Management bought 150 Essential Utilities shares in Q2 2026, an estimated $5.73K.
  • Essential Utilities made up 0.03% of Byrne Asset Management's portfolio in Q2 2026, its #296 holding.
  • Byrne Asset Management first reported a position in Essential Utilities in Q4 2022 and has held it in 10 quarters since.
  • Byrne Asset Management's Essential Utilities position peaked at $75.2K in Q1 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.