Empowered Funds’s Essential Utilities WTRG Stock Holding History

Empowered Funds’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	–	Sell	-11,197	Closed	-$451K	–	2304
2026 Q1	$451K	Buy	+11,197	New	+$441K	﹤0.01%	1676

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 $416B AUM 44.19% 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

Empowered Funds's WTRG Position: Q2 2026 in Review

Empowered Funds sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 11,197 shares — an estimated $451K sold.

Empowered Funds first reported a position in WTRG in Q1 2026 and held it in 1 quarter. The position peaked at $451K in Q1 2026. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Empowered Funds reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 11,197 Essential Utilities shares in Q2 2026, an estimated $451K.
Empowered Funds first reported a position in Essential Utilities in Q1 2026 and held it in 1 quarter.
Empowered Funds's Essential Utilities position peaked at $451K in Q1 2026.
698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.