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Capital Advisors Ltd’s Essential Utilities WTRG Stock Holding History

Capital Advisors Ltd’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 		$42K Buy
1,098
+272
+33% +$10.4K ﹤0.01% 544
2026
Q1 		$33K Hold
826
– – ﹤0.01% 585
2025
Q4 		$32K Hold
826
– – ﹤0.01% 576
2025
Q3 		$33K Hold
826
– – ﹤0.01% 559
2025
Q2 		$31K Hold
826
– – ﹤0.01% 560
2025
Q1 		$33K Sell
826
-158
-16% -$5.8K ﹤0.01% 536
2024
Q4 		$36K Buy
984
+170
+21% +$6.6K ﹤0.01% 512
2024
Q3 		$31K Sell
814
-24
-3% -$943 ﹤0.01% 544
2024
Q2 		$31K Sell
838
-121
-13% -$4.49K ﹤0.01% 528
2024
Q1 		$36K Buy
959
+109
+13% +$3.95K ﹤0.01% 490
2023
Q4 		$32K Buy
850
+118
+16% +$4.12K ﹤0.01% 491
2023
Q3 		$25K Hold
732
– – ﹤0.01% 520
2023
Q2 		$29K Buy
732
+451
+160% +$18.9K ﹤0.01% 514
2023
Q1 		$12K Sell
281
-488
-63% -$22K ﹤0.01% 532
2022
Q4 		$15K Buy
769
+462
+150% +$20.9K ﹤0.01% 500
2022
Q3 		$13K Buy
307
+33
+12% +$1.6K ﹤0.01% 506
2022
Q2 		$13K Hold
274
– – ﹤0.01% 477
2022
Q1 		$14K Sell
274
-4
-1% -$193 ﹤0.01% 486
2021
Q4 		$15K Buy
+278
New +$13.5K ﹤0.01% 468

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

Capital Advisors Ltd's WTRG Position: Q2 2026 in Review

Capital Advisors Ltd increased its Essential Utilities (WTRG) stake by 33% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,098 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Capital Advisors Ltd first reported a position in WTRG in Q4 2021 and has held it in 19 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Capital Advisors Ltd held 1,098 shares of Essential Utilities worth $42K as of Q2 2026.
  • Capital Advisors Ltd bought 272 Essential Utilities shares in Q2 2026, an estimated $10.4K.
  • Essential Utilities made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #544 holding.
  • Capital Advisors Ltd first reported a position in Essential Utilities in Q4 2021 and has held it in 19 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.