C
WTRG icon

Covestor’s Essential Utilities WTRG Stock Holding History

Covestor’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 		$8K Buy
202
+6
+3% +$229 ﹤0.01% 1754
2026
Q1 		$8K Sell
196
-129
-40% -$5.08K 0.01% 1625
2025
Q4 		$12K Buy
325
+11
+4% +$433 0.01% 1502
2025
Q3 		$13K Sell
314
-36
-10% -$1.37K 0.01% 1478
2025
Q2 		$13K Sell
350
-10
-3% -$389 0.01% 1438
2025
Q1 		$14K Buy
360
+48
+15% +$1.76K 0.01% 1325
2024
Q4 		$11K Buy
312
+4
+1% +$155 0.01% 1512
2024
Q3 		$12K Sell
308
-10
-3% -$393 0.01% 1465
2024
Q2 		$12K Sell
318
-106
-25% -$3.93K 0.01% 1439
2024
Q1 		$16K Buy
424
+103
+32% +$3.73K 0.01% 1303
2023
Q4 		$12K Buy
321
+9
+3% +$314 0.01% 1453
2023
Q3 		$11K Sell
312
-48
-13% -$1.86K 0.01% 1398
2023
Q2 		$14K Buy
360
+27
+8% +$1.13K 0.01% 1305
2023
Q1 		$15K Sell
333
-3
-0.9% -$135 0.01% 1126
2022
Q4 		$16K Sell
336
-1
-0.3% -$45 0.01% 1118
2022
Q3 		$14K Sell
337
-457
-58% -$22.1K 0.01% 1135
2022
Q2 		$36K Sell
794
-382
-32% -$17.7K 0.03% 835
2022
Q1 		$60K Buy
1,176
+376
+47% +$18.1K 0.04% 743
2021
Q4 		$43K Buy
+800
New +$38.8K 0.06% 633

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 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

Covestor's WTRG Position: Q2 2026 in Review

Covestor increased its Essential Utilities (WTRG) stake by 3.1% in Q2 2026, buying an estimated $229 and bringing the position to 202 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Covestor first reported a position in WTRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $60K in Q1 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Covestor held 202 shares of Essential Utilities worth $8K as of Q2 2026.
  • Covestor bought 6 Essential Utilities shares in Q2 2026, an estimated $229.
  • Essential Utilities made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1754 holding.
  • Covestor first reported a position in Essential Utilities in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Essential Utilities position peaked at $60K in Q1 2022.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.