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Chase Investment Counsel’s Essential Utilities WTRG Stock Holding History

Chase Investment Counsel’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 		$431K Buy
11,267
+744
+7% +$28.4K 0.09% 106
2026
Q1 		$423K Buy
10,523
+462
+5% +$18.2K 0.11% 112
2025
Q4 		$385K Buy
+10,061
New +$396K 0.11% 103

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Chase Investment Counsel's WTRG Position: Q2 2026 in Review

Chase Investment Counsel increased its Essential Utilities (WTRG) stake by 7.1% in Q2 2026, buying an estimated $28.4K and bringing the position to 11,267 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #106.

Chase Investment Counsel first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Chase Investment Counsel held 11,267 shares of Essential Utilities worth $431K as of Q2 2026.
  • Chase Investment Counsel bought 744 Essential Utilities shares in Q2 2026, an estimated $28.4K.
  • Essential Utilities made up 0.09% of Chase Investment Counsel's portfolio in Q2 2026, its #106 holding.
  • Chase Investment Counsel first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.