Cerity Partners
WTRG icon

Cerity Partners’s Essential Utilities WTRG Stock Holding History

Cerity Partners’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 		$4.01M Buy
104,650
+33,091
+46% +$1.26M ﹤0.01% 1204
2026
Q1 		$2.88M Buy
71,559
+17,931
+33% +$706K ﹤0.01% 1273
2025
Q4 		$2.06M Sell
53,628
-3,256
-6% -$128K ﹤0.01% 1364
2025
Q3 		$2.27M Buy
56,884
+20,312
+56% +$774K ﹤0.01% 1234
2025
Q2 		$1.36M Buy
36,572
+3,996
+12% +$156K ﹤0.01% 1384
2025
Q1 		$1.29M Sell
32,576
-3,410
-9% -$125K ﹤0.01% 1318
2024
Q4 		$1.32M Sell
35,986
-215
-0.6% -$8.34K ﹤0.01% 1293
2024
Q3 		$1.4M Buy
36,201
+5,347
+17% +$210K ﹤0.01% 1262
2024
Q2 		$1.15M Buy
30,854
+5,700
+23% +$211K ﹤0.01% 1162
2024
Q1 		$925K Buy
25,154
+6,757
+37% +$245K ﹤0.01% 1315
2023
Q4 		$687K Buy
18,397
+9,483
+106% +$331K ﹤0.01% 1132
2023
Q3 		$306K Sell
8,914
-2,597
-23% -$101K ﹤0.01% 1145
2023
Q2 		$459K Buy
11,511
+1,052
+10% +$44.1K ﹤0.01% 1218
2023
Q1 		$456K Buy
+10,459
New +$472K ﹤0.01% 1340
2018
Q2 		– Sell
-20,402
Closed -$695K – 583
2018
Q1 		$695K Sell
20,402
-3
-0% -$104 0.05% 283
2017
Q4 		$800K Buy
20,405
+135
+0.7% +$4.92K 0.05% 268
2017
Q3 		$673K Buy
+20,270
New +$679K 0.05% 277
2017
Q2 		– Sell
-20,194
Closed -$649K – 447
2017
Q1 		$649K Buy
+20,194
New +$620K 0.05% 231

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's WTRG Position: Q2 2026 in Review

Cerity Partners increased its Essential Utilities (WTRG) stake by 46% in Q2 2026, buying an estimated $1.26M and bringing the position to 104,650 shares worth $4.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Cerity Partners first reported a position in WTRG in Q1 2017 and has held it in 18 quarters since. 660 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Cerity Partners held 104,650 shares of Essential Utilities worth $4.01M as of Q2 2026.
  • Cerity Partners bought 33,091 Essential Utilities shares in Q2 2026, an estimated $1.26M.
  • Essential Utilities made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1204 holding.
  • Cerity Partners first reported a position in Essential Utilities in Q1 2017 and has held it in 18 quarters since.
  • 660 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.