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 Q3	$514K	Buy	13,121 +3,548	+37%	+$142K	0.01%	465
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's WTRG Position: Q3 2026 in Review

CX Institutional increased its Essential Utilities (WTRG) stake by 37% in Q3 2026, buying an estimated $142K and bringing the position to 13,121 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #465.

CX Institutional first reported a position in WTRG in Q1 2021 and has held it in 11 quarters since. The position peaked at $577K in Q3 2025. 148 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

CX Institutional held 13,121 shares of Essential Utilities worth $514K as of Q3 2026.
CX Institutional bought 3,548 Essential Utilities shares in Q3 2026, an estimated $142K.
Essential Utilities made up 0.01% of CX Institutional's portfolio in Q3 2026, its #465 holding.
CX Institutional first reported a position in Essential Utilities in Q1 2021 and has held it in 11 quarters since.
CX Institutional's Essential Utilities position peaked at $577K in Q3 2025.
148 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.