Citigroup’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 | $57.6M | Buy |
1,503,622
+623,904
| +71% | +$23.8M | 0.02% | 687 |
|
|
2026
Q1 | $35.4M | Sell |
879,718
-19,423
| -2% | -$765K | 0.02% | 789 |
|
|
2025
Q4 | $34.5M | Buy |
899,141
+799,688
| +804% | +$31.5M | 0.02% | 801 |
|
|
2025
Q3 | $3.97M | Buy |
99,453
+28,329
| +40% | +$1.08M | ﹤0.01% | 2141 |
|
|
2025
Q2 | $2.64M | Sell |
71,124
-152,367
| -68% | -$5.93M | ﹤0.01% | 2402 |
|
|
2025
Q1 | $8.83M | Buy |
223,491
+143,032
| +178% | +$5.25M | ﹤0.01% | 1448 |
|
|
2024
Q4 | $2.92M | Buy |
80,459
+4,065
| +5% | +$158K | ﹤0.01% | 2480 |
|
|
2024
Q3 | $2.95M | Buy |
76,394
+27,743
| +57% | +$1.09M | ﹤0.01% | 2327 |
|
|
2024
Q2 | $1.82M | Buy |
48,651
+7,924
| +19% | +$294K | ﹤0.01% | 2428 |
|
|
2024
Q1 | $1.51M | Sell |
40,727
-18,605
| -31% | -$675K | ﹤0.01% | 2680 |
|
|
2023
Q4 | $2.22M | Sell |
59,332
-1,141
| -2% | -$39.8K | ﹤0.01% | 2153 |
|
|
2023
Q3 | $2.08M | Buy |
60,473
+522
| +0.9% | +$20.2K | ﹤0.01% | 1950 |
|
|
2023
Q2 | $2.39M | Sell |
59,951
-61,367
| -51% | -$2.57M | ﹤0.01% | 2038 |
|
|
2023
Q1 | $5.3M | Buy |
121,318
+11,318
| +10% | +$511K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $5.25M | Sell |
110,000
-62,635
| -36% | -$2.84M | ﹤0.01% | 1449 |
|
|
2022
Q3 | $7.14M | Buy |
172,635
+57,209
| +50% | +$2.77M | 0.01% | 1336 |
|
|
2022
Q2 | $5.29M | Sell |
115,426
-7,227
| -6% | -$336K | ﹤0.01% | 1506 |
|
|
2022
Q1 | $6.27M | Buy |
122,653
+29,559
| +32% | +$1.43M | ﹤0.01% | 1553 |
|
|
2021
Q4 | $5M | Sell |
93,094
-5,581
| -6% | -$271K | ﹤0.01% | 1832 |
|
|
2021
Q3 | $4.55M | Sell |
98,675
-13,754
| -12% | -$666K | ﹤0.01% | 1887 |
|
|
2021
Q2 | $5.14M | Sell |
112,429
-13,708
| -11% | -$643K | ﹤0.01% | 1869 |
|
|
2021
Q1 | $5.64M | Sell |
126,137
-19,098
| -13% | -$862K | ﹤0.01% | 1705 |
|
|
2020
Q4 | $6.87M | Buy |
145,235
+48,181
| +50% | +$2.14M | ﹤0.01% | 1855 |
|
|
2020
Q3 | $3.91M | Sell |
97,054
-11,546
| -11% | -$496K | ﹤0.01% | 2073 |
|
|
2020
Q2 | $4.59M | Buy |
108,600
+53,070
| +96% | +$2.24M | ﹤0.01% | 1941 |
|
|
2020
Q1 | $2.26M | Sell |
55,530
-116,241
| -68% | -$5.48M | ﹤0.01% | 2371 |
|
|
2019
Q4 | $8.06M | Buy |
171,771
+58,935
| +52% | +$2.65M | 0.01% | 1654 |
|
|
2019
Q3 | $5.06M | Buy |
112,836
+9,030
| +9% | +$388K | ﹤0.01% | 1930 |
|
|
2019
Q2 | $4.3M | Buy |
103,806
+76,230
| +276% | +$2.97M | ﹤0.01% | 2096 |
|
|
2019
Q1 | $1M | Buy |
27,576
+10,215
| +59% | +$360K | ﹤0.01% | 3391 |
|
|
2018
Q4 | $593K | Sell |
17,361
-2,967
| -15% | -$103K | ﹤0.01% | 3945 |
|
|
2018
Q3 | $749K | Sell |
20,328
-9,484
| -32% | -$351K | ﹤0.01% | 3806 |
|
|
2018
Q2 | $1.05M | Buy |
29,812
+13,868
| +87% | +$475K | ﹤0.01% | 3309 |
|
|
2018
Q1 | $543K | Sell |
15,944
-1,000
| -6% | -$34.8K | ﹤0.01% | 3896 |
|
|
2017
Q4 | $665K | Buy |
16,944
+3,723
| +28% | +$136K | ﹤0.01% | 3790 |
|
|
2017
Q3 | $439K | Buy |
13,221
+1,068
| +9% | +$35.8K | ﹤0.01% | 4249 |
|
|
2017
Q2 | $405K | Buy |
12,153
+6,160
| +103% | +$202K | ﹤0.01% | 4174 |
|
|
2017
Q1 | $193K | Sell |
5,993
-6,058
| -50% | -$186K | ﹤0.01% | 4682 |
|
|
2016
Q4 | $363K | Sell |
12,051
-62,515
| -84% | -$1.86M | ﹤0.01% | 4725 |
|
|
2016
Q3 | $2.27M | Buy |
74,566
+48,735
| +189% | +$1.58M | ﹤0.01% | 2399 |
|
|
2016
Q2 | $921K | Sell |
25,831
-18,676
| -42% | -$608K | ﹤0.01% | 3049 |
|
|
2016
Q1 | $1.42M | Buy |
44,507
+10,620
| +31% | +$329K | ﹤0.01% | 2919 |
|
|
2015
Q4 | $1.01M | Buy |
33,887
+22,130
| +188% | +$637K | ﹤0.01% | 3139 |
|
|
2015
Q3 | $311K | Sell |
11,757
-11,824
| -50% | -$303K | ﹤0.01% | 4162 |
|
|
2015
Q2 | $578K | Buy |
23,581
+7,781
| +49% | +$204K | ﹤0.01% | 3578 |
|
|
2015
Q1 | $417K | Buy |
15,800
+14,168
| +868% | +$377K | ﹤0.01% | 3922 |
|
|
2014
Q4 | $43K | Sell |
1,632
-18,678
| -92% | -$480K | ﹤0.01% | 5797 |
|
|
2014
Q3 | $478K | Buy |
20,310
+18,470
| +1,004% | +$451K | ﹤0.01% | 3567 |
|
|
2014
Q2 | $49K | Sell |
1,840
-16,735
| -90% | -$421K | ﹤0.01% | 5188 |
|
|
2014
Q1 | $466K | Sell |
18,575
-43,043
| -70% | -$1.04M | ﹤0.01% | 3533 |
|
|
2013
Q4 | $1.45M | Buy |
61,618
+51,548
| +512% | +$1.26M | ﹤0.01% | 2856 |
|
|
2013
Q3 | $249K | Sell |
10,070
-105,825
| -91% | -$2.7M | ﹤0.01% | 3976 |
|
|
2013
Q2 | $2.9M | Buy |
+115,895
| New | +$2.94M | ﹤0.01% | 2094 |
|
Other funds holding WTRG
AA
Citigroup's WTRG Position: Q2 2026 in Review
Citigroup increased its Essential Utilities (WTRG) stake by 71% in Q2 2026, buying an estimated $23.8M and bringing the position to 1,503,622 shares worth $57.6M. The position accounts for 0.02% of the portfolio, ranked #687.
Citigroup first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Citigroup held 1,503,622 shares of Essential Utilities worth $57.6M as of Q2 2026.
- Citigroup bought 623,904 Essential Utilities shares in Q2 2026, an estimated $23.8M.
- Essential Utilities made up 0.02% of Citigroup's portfolio in Q2 2026, its #687 holding.
- Citigroup first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.