Chilton Capital Management’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.85K Buy
+257
New +$9.81K ﹤0.01% 461
2016
Q4
Sell
-22,296
Closed -$680K 160
2016
Q3
$680K Buy
22,296
+802
+4% +$26K 0.07% 117
2016
Q2
$766K Buy
21,494
+11,910
+124% +$388K 0.07% 113
2016
Q1
$305K Buy
+9,584
New +$297K 0.03% 144

Other funds holding WTRG

Chilton Capital Management's WTRG Position: Q2 2026 in Review

Chilton Capital Management opened a new position in Essential Utilities (WTRG) in Q2 2026: 257 shares worth $9.85K. The stake represents ﹤0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Chilton Capital Management previously reported a position in WTRG as recently as Q3 2016.

Chilton Capital Management first reported a position in WTRG in Q1 2016 and has held it in 4 quarters since. The position peaked at $766K in Q2 2016. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Chilton Capital Management held 257 shares of Essential Utilities worth $9.85K as of Q2 2026.
  • Essential Utilities was a new Chilton Capital Management position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #461 holding.
  • Chilton Capital Management first reported a position in Essential Utilities in Q1 2016 and has held it in 4 quarters since.
  • Chilton Capital Management's Essential Utilities position peaked at $766K in Q2 2016.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.