CI
WTRG icon

CX Institutional’s Essential Utilities WTRG Stock Holding History

CX Institutional’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 		$367K Buy
9,573
+809
+9% +$30.9K 0.01% 555
2026
Q1 		$353K Sell
8,764
-100
-1% -$3.94K 0.01% 555
2025
Q4 		$340K Sell
8,864
-5,598
-39% -$220K 0.01% 533
2025
Q3 		$577K Buy
14,462
+13,400
+1,262% +$511K 0.02% 401
2025
Q2 		$39K Hold
1,062
– – ﹤0.01% 894
2025
Q1 		$42K Buy
+1,062
New +$39K ﹤0.01% 865
2022
Q3 		– Sell
-135
Closed -$6K – 1137
2022
Q2 		$6K Buy
+135
New +$6.27K ﹤0.01% 1023
2021
Q4 		– Sell
-72
Closed -$3K – 906
2021
Q3 		$3K Hold
72
– – ﹤0.01% 892
2021
Q2 		$3K Hold
72
– – ﹤0.01% 893
2021
Q1 		$3K Buy
+72
New +$3.25K ﹤0.01% 819

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CX Institutional's WTRG Position: Q2 2026 in Review

CX Institutional increased its Essential Utilities (WTRG) stake by 9.2% in Q2 2026, buying an estimated $30.9K and bringing the position to 9,573 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #555.

CX Institutional first reported a position in WTRG in Q1 2021 and has held it in 10 quarters since. The position peaked at $577K in Q3 2025. 91 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • CX Institutional held 9,573 shares of Essential Utilities worth $367K as of Q2 2026.
  • CX Institutional bought 809 Essential Utilities shares in Q2 2026, an estimated $30.9K.
  • Essential Utilities made up 0.01% of CX Institutional's portfolio in Q2 2026, its #555 holding.
  • CX Institutional first reported a position in Essential Utilities in Q1 2021 and has held it in 10 quarters since.
  • CX Institutional's Essential Utilities position peaked at $577K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.