DT Investment Partners’s Essential Utilities WTRG Stock Holding History

DT Investment Partners’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	$21.6K	Hold	564	–	–	﹤0.01%	322
2026 Q1	$22.7K	Hold	564	–	–	﹤0.01%	315
2025 Q4	$21.6K	Hold	564	–	–	﹤0.01%	326
2025 Q3	$22.5K	Hold	564	–	–	﹤0.01%	314
2025 Q2	$20.9K	Hold	564	–	–	﹤0.01%	317
2025 Q1	$22.3K	Hold	564	–	–	﹤0.01%	304
2024 Q4	$20.5K	Sell	564 -152	-21%	-$5.9K	﹤0.01%	318
2024 Q3	$27.6K	Buy	716 +152	+27%	+$5.97K	﹤0.01%	316
2024 Q2	$21.1K	Sell	564 -86	-13%	-$3.19K	﹤0.01%	305
2024 Q1	$24.1K	Hold	650	–	–	﹤0.01%	274
2023 Q4	$23.5K	Hold	650	–	–	﹤0.01%	270
2023 Q3	$22.3K	Hold	650	–	–	﹤0.01%	256
2023 Q2	$27.1K	Hold	650	–	–	﹤0.01%	248
2023 Q1	$27.8K	Hold	650	–	–	﹤0.01%	239
2022 Q4	$31K	Hold	650	–	–	﹤0.01%	230
2022 Q3	$27K	Buy	+650	New	+$31.5K	﹤0.01%	232

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

DT Investment Partners's WTRG Position: Q2 2026 in Review

DT Investment Partners held its Essential Utilities (WTRG) position steady in Q2 2026 at 564 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

DT Investment Partners first reported a position in WTRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $31K in Q4 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

DT Investment Partners held 564 shares of Essential Utilities worth $21.6K as of Q2 2026.
DT Investment Partners left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #322 holding.
DT Investment Partners first reported a position in Essential Utilities in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's Essential Utilities position peaked at $31K in Q4 2022.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.