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Duff & Phelps Investment Management’s Essential Utilities WTRG Stock Holding History

Duff & Phelps Investment Management’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 		$78.7M Sell
2,054,683
-134,101
-6% -$5.12M 0.74% 52
2026
Q1 		$88.1M Buy
2,188,784
+103
+0% +$4.05K 0.92% 48
2025
Q4 		$84M Sell
2,188,681
-13,844
-0.6% -$545K 0.95% 45
2025
Q3 		$87.9M Buy
2,202,525
+59,730
+3% +$2.28M 1% 38
2025
Q2 		$79.6M Sell
2,142,795
-270,969
-11% -$10.6M 0.94% 44
2025
Q1 		$95.4M Buy
2,413,764
+3,235
+0.1% +$119K 1.12% 38
2024
Q4 		$87.6M Sell
2,410,529
-120,768
-5% -$4.69M 1.05% 39
2024
Q3 		$97.6M Buy
2,531,297
+100,990
+4% +$3.97M 1.12% 31
2024
Q2 		$90.7M Sell
2,430,307
-378,416
-13% -$14M 1.16% 32
2024
Q1 		$104M Sell
2,808,723
-260,654
-8% -$9.45M 1.25% 24
2023
Q4 		$115M Buy
3,069,377
+313,277
+11% +$10.9M 1.38% 20
2023
Q3 		$94.6M Buy
2,756,100
+239,142
+10% +$9.27M 1.25% 29
2023
Q2 		$100M Hold
2,516,958
– – 1.22% 32
2023
Q1 		$110M Buy
2,516,958
+45,000
+2% +$2.03M 1.33% 26
2022
Q4 		$118M Buy
2,471,958
+163,350
+7% +$7.39M 1.43% 22
2022
Q3 		$95.5M Buy
2,308,608
+957,048
+71% +$46.4M 1.2% 31
2022
Q2 		$62M Buy
1,351,560
+102,050
+8% +$4.74M 0.77% 52
2022
Q1 		$63.9M Sell
1,249,510
-371,817
-23% -$17.9M 0.74% 57
2021
Q4 		$87M Buy
1,621,327
+371,817
+30% +$18.1M 1.02% 37
2021
Q3 		$57.6M Sell
1,249,510
-220,536
-15% -$10.7M 0.75% 59
2021
Q2 		$67.2M Sell
1,470,046
-5,950
-0.4% -$279K 0.87% 47
2021
Q1 		$66.1M Buy
1,475,996
+242,925
+20% +$11M 0.9% 47
2020
Q4 		$58.3M Buy
1,233,071
+7,220
+0.6% +$321K 0.85% 52
2020
Q3 		$49.3M Buy
1,225,851
+241,435
+25% +$10.4M 0.77% 53
2020
Q2 		$41.6M Sell
984,416
-1,890
-0.2% -$79.8K 0.65% 65
2020
Q1 		$40.1M Sell
986,306
-8,820
-0.9% -$416K 0.7% 55
2019
Q4 		$46.7M Buy
995,126
+59,821
+6% +$2.69M 0.62% 68
2019
Q3 		$41.9M Buy
935,305
+7,895
+0.9% +$339K 0.57% 72
2019
Q2 		$38.4M Buy
+927,410
New +$36.1M 0.54% 73
2018
Q2 		– Sell
-95,640
Closed -$3.26M – 248
2018
Q1 		$3.26M Sell
95,640
-7,290
-7% -$254K 0.05% 150
2017
Q4 		$4.04M Hold
102,930
– – 0.06% 155
2017
Q3 		$3.42M Sell
102,930
-1,440
-1% -$48.3K 0.05% 162
2017
Q2 		$3.48M Sell
104,370
-430
-0.4% -$14.1K 0.05% 160
2017
Q1 		$3.37M Sell
104,800
-17,465
-14% -$536K 0.05% 164
2016
Q4 		$3.67M Sell
122,265
-1,810
-1% -$54K 0.05% 159
2016
Q3 		$3.78M Buy
124,075
+54,440
+78% +$1.77M 0.05% 148
2016
Q2 		$2.48M Buy
+69,635
New +$2.27M 0.04% 152

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 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

Duff & Phelps Investment Management's WTRG Position: Q2 2026 in Review

Duff & Phelps Investment Management reduced its Essential Utilities (WTRG) stake by 6.1% in Q2 2026, selling an estimated $5.12M and leaving 2,054,683 shares worth $78.7M. The position accounts for 0.74% of the portfolio, ranked #52.

Duff & Phelps Investment Management first reported a position in WTRG in Q2 2016 and has held it in 37 quarters since. The position peaked at $118M in Q4 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Duff & Phelps Investment Management held 2,054,683 shares of Essential Utilities worth $78.7M as of Q2 2026.
  • Duff & Phelps Investment Management sold 134,101 Essential Utilities shares in Q2 2026, an estimated $5.12M.
  • Essential Utilities made up 0.74% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #52 holding.
  • Duff & Phelps Investment Management first reported a position in Essential Utilities in Q2 2016 and has held it in 37 quarters since.
  • Duff & Phelps Investment Management's Essential Utilities position peaked at $118M in Q4 2022.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.