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Chicago Partners Investment Group’s Essential Utilities WTRG Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-5,649
Closed -$220K – 1695
2026
Q1 		$220K Buy
+5,649
New +$222K ﹤0.01% 1293
2025
Q2 		– Sell
-5,599
Closed -$230K – 1119
2025
Q1 		$230K Buy
+5,599
New +$206K 0.01% 803
2024
Q4 		– Sell
-7,496
Closed -$302K – 876
2024
Q3 		$302K Buy
+7,496
New +$295K 0.01% 620
2018
Q3 		– Sell
-870
Closed -$31K – 1106
2018
Q2 		$31K Hold
870
– – ﹤0.01% 572
2018
Q1 		$30K Hold
870
– – 0.01% 545
2017
Q4 		$34K Hold
870
– – 0.01% 517
2017
Q3 		$29K Buy
+870
New +$29.2K 0.01% 545

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 $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

Chicago Partners Investment Group's WTRG Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 5,649 shares — an estimated $220K sold.

Chicago Partners Investment Group first reported a position in WTRG in Q3 2017 and held it in 7 quarters. The position peaked at $302K in Q3 2024. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 5,649 Essential Utilities shares in Q2 2026, an estimated $220K.
  • Chicago Partners Investment Group first reported a position in Essential Utilities in Q3 2017 and held it in 7 quarters.
  • Chicago Partners Investment Group's Essential Utilities position peaked at $302K in Q3 2024.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.