Connor, Clark & Lunn Investment Management (CC&L)’s Essential Utilities WTRG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q1	–	Sell	-46,008	Closed	-$1.76M	–	1789
2025 Q4	$1.76M	Buy	+46,008	New	+$1.81M	﹤0.01%	953
2025 Q2	–	Sell	-67,219	Closed	-$2.66M	–	1705
2025 Q1	$2.66M	Buy	+67,219	New	+$2.47M	0.01%	662
2020 Q2	–	Sell	-11,350	Closed	-$462K	–	1190
2020 Q1	$462K	Buy	+11,350	New	+$536K	﹤0.01%	709
2019 Q4	–	Sell	-10,625	Closed	-$476K	–	1111
2019 Q3	$476K	Buy	+10,625	New	+$456K	﹤0.01%	696
2018 Q3	–	Sell	-18,150	Closed	-$639K	–	1125
2018 Q2	$639K	Buy	+18,150	New	+$622K	﹤0.01%	715

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s WTRG Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 46,008 shares — an estimated $1.76M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WTRG in Q2 2018 and held it in 5 quarters. The position peaked at $2.66M in Q1 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 46,008 Essential Utilities shares in Q1 2026, an estimated $1.76M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Essential Utilities in Q2 2018 and held it in 5 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Essential Utilities position peaked at $2.66M in Q1 2025.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.