Corient IA’s Essential Utilities WTRG Stock Holding History

Corient IA’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	$170K	Hold	4,440	–	–	0.16%	181
2026 Q1	$179K	Buy	+4,440	New	+$175K	0.17%	219

Other funds holding WTRG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Corient IA's WTRG Position: Q2 2026 in Review

Corient IA held its Essential Utilities (WTRG) position steady in Q2 2026 at 4,440 shares worth $170K. The position accounts for 0.16% of the portfolio, ranked #181.

Corient IA first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $179K in Q1 2026. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Corient IA held 4,440 shares of Essential Utilities worth $170K as of Q2 2026.
Corient IA left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.16% of Corient IA's portfolio in Q2 2026, its #181 holding.
Corient IA first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
Corient IA's Essential Utilities position peaked at $179K in Q1 2026.
698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.