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Coastal Bridge Advisors’s Essential Utilities WTRG Stock Holding History

Coastal Bridge Advisors’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 		$419K Buy
10,945
+1
+0% +$38 0.03% 341
2026
Q1 		$441K Buy
10,944
+87
+0.8% +$3.42K 0.03% 330
2025
Q4 		$416K Hold
10,857
– – 0.03% 329
2025
Q3 		$433K Sell
10,857
-108
-1% -$4.12K 0.03% 317
2025
Q2 		$407K Buy
10,965
+1
+0% +$39 0.03% 312
2025
Q1 		$433K Buy
+10,964
New +$403K 0.04% 299

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's WTRG Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Essential Utilities (WTRG) stake by 0.01% in Q2 2026, buying an estimated $38 and bringing the position to 10,945 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #341.

Coastal Bridge Advisors first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $441K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Coastal Bridge Advisors held 10,945 shares of Essential Utilities worth $419K as of Q2 2026.
  • Coastal Bridge Advisors bought 1 Essential Utilities share in Q2 2026, an estimated $38.
  • Essential Utilities made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #341 holding.
  • Coastal Bridge Advisors first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Essential Utilities position peaked at $441K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.