CFO
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CVA Family Office’s Essential Utilities WTRG Stock Holding History

CVA Family Office’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 		$7.85K Sell
205
-50
-20% -$1.91K ﹤0.01% 1100
2026
Q1 		$10.3K Buy
+255
New +$10K ﹤0.01% 980
2022
Q4 		– Sell
-25
Closed -$1K – 1016
2022
Q3 		$1K Hold
25
– – ﹤0.01% 863
2022
Q2 		$1K Sell
25
-35
-58% -$1.63K ﹤0.01% 890
2022
Q1 		$3K Buy
60
+25
+71% +$1.21K ﹤0.01% 851
2021
Q4 		$2K Buy
+35
New +$1.7K ﹤0.01% 854
2021
Q3 		– Sell
-115
Closed -$5K – 897
2021
Q2 		$5K Buy
+115
New +$5.4K ﹤0.01% 783

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

CVA Family Office's WTRG Position: Q2 2026 in Review

CVA Family Office reduced its Essential Utilities (WTRG) stake by 20% in Q2 2026, selling an estimated $1.91K and leaving 205 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

CVA Family Office first reported a position in WTRG in Q2 2021 and has held it in 7 quarters since. The position peaked at $10.3K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • CVA Family Office held 205 shares of Essential Utilities worth $7.85K as of Q2 2026.
  • CVA Family Office sold 50 Essential Utilities shares in Q2 2026, an estimated $1.91K.
  • Essential Utilities made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1100 holding.
  • CVA Family Office first reported a position in Essential Utilities in Q2 2021 and has held it in 7 quarters since.
  • CVA Family Office's Essential Utilities position peaked at $10.3K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.