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Cape Investment Advisory’s Essential Utilities WTRG Stock Holding History

Cape Investment Advisory’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 		$6.65K Buy
+174
New +$6.64K ﹤0.01% 959
2026
Q1 		– Sell
-174
Closed -$6.66K – 1224
2025
Q4 		$6.66K Buy
+174
New +$6.85K ﹤0.01% 841
2025
Q3 		– Sell
-174
Closed -$6.45K – 1203
2025
Q2 		$6.45K Hold
174
– – ﹤0.01% 708
2025
Q1 		$6.86K Hold
174
– – ﹤0.01% 674
2024
Q4 		$6.3K Hold
174
– – ﹤0.01% 686
2024
Q3 		$6.69K Hold
174
– – ﹤0.01% 636
2024
Q2 		$6.48K Hold
174
– – ﹤0.01% 605
2024
Q1 		$6.43K Buy
+174
New +$6.31K ﹤0.01% 612

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's WTRG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Essential Utilities (WTRG) in Q2 2026: 174 shares worth $6.65K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in WTRG as recently as Q4 2025.

Cape Investment Advisory first reported a position in WTRG in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.86K in Q1 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Cape Investment Advisory held 174 shares of Essential Utilities worth $6.65K as of Q2 2026.
  • Essential Utilities was a new Cape Investment Advisory position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #959 holding.
  • Cape Investment Advisory first reported a position in Essential Utilities in Q1 2024 and has held it in 8 quarters since.
  • Cape Investment Advisory's Essential Utilities position peaked at $6.86K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.