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Diversified Enterprises’s Essential Utilities WTRG Stock Holding History

Diversified Enterprises’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 		$225K Buy
5,881
+11
+0.2% +$420 0.01% 390
2026
Q1 		$236K Buy
5,870
+5
+0.1% +$197 0.01% 370
2025
Q4 		$225K Buy
+5,865
New +$231K 0.01% 352
2024
Q4 		– Sell
-6,174
Closed -$238K – 245
2024
Q3 		$238K Buy
+6,174
New +$243K 0.03% 204

Other funds holding WTRG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Diversified Enterprises's WTRG Position: Q2 2026 in Review

Diversified Enterprises increased its Essential Utilities (WTRG) stake by 0.19% in Q2 2026, buying an estimated $420 and bringing the position to 5,881 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #390.

Diversified Enterprises first reported a position in WTRG in Q3 2024 and has held it in 4 quarters since. The position peaked at $238K in Q3 2024. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Diversified Enterprises held 5,881 shares of Essential Utilities worth $225K as of Q2 2026.
  • Diversified Enterprises bought 11 Essential Utilities shares in Q2 2026, an estimated $420.
  • Essential Utilities made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #390 holding.
  • Diversified Enterprises first reported a position in Essential Utilities in Q3 2024 and has held it in 4 quarters since.
  • Diversified Enterprises's Essential Utilities position peaked at $238K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.