EIP
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Energy Income Partners’s Essential Utilities WTRG Stock Holding History

Energy Income 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 		$2.53M Sell
65,916
-432,434
-87% -$16.5M 0.04% 84
2026
Q1 		$20.1M Buy
498,350
+6,856
+1% +$270K 0.32% 62
2025
Q4 		$18.9M Sell
491,494
-235,609
-32% -$9.27M 0.34% 56
2025
Q3 		$29M Buy
727,103
+43,712
+6% +$1.67M 0.56% 48
2025
Q2 		$25.4M Sell
683,391
-37,493
-5% -$1.46M 0.5% 49
2025
Q1 		$28.5M Buy
720,884
+25,021
+4% +$919K 0.55% 47
2024
Q4 		$25.3M Sell
695,863
-51,228
-7% -$1.99M 0.52% 48
2024
Q3 		$28.8M Sell
747,091
-43,660
-6% -$1.72M 0.62% 45
2024
Q2 		$29.5M Buy
790,751
+64,251
+9% +$2.38M 0.66% 44
2024
Q1 		$26.9M Buy
+726,500
New +$26.3M 0.55% 46
2016
Q2 		– Sell
-520
Closed -$17K – 56
2016
Q1 		$17K Sell
520
-60,170
-99% -$1.86M ﹤0.01% 56
2015
Q4 		$1.81M Buy
60,690
+300
+0.5% +$8.63K 0.05% 61
2015
Q3 		$1.6M Buy
60,390
+23,580
+64% +$604K 0.04% 67
2015
Q2 		$901K Buy
36,810
+6,810
+23% +$179K 0.02% 72
2015
Q1 		$791K Buy
+30,000
New +$798K 0.01% 70

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 $416B AUM 44.19% 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

Energy Income Partners's WTRG Position: Q2 2026 in Review

Energy Income Partners reduced its Essential Utilities (WTRG) stake by 87% in Q2 2026, selling an estimated $16.5M and leaving 65,916 shares worth $2.53M. The position accounts for 0.04% of the portfolio, ranked #84.

Energy Income Partners first reported a position in WTRG in Q1 2015 and has held it in 15 quarters since. The position peaked at $29.5M in Q2 2024. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Energy Income Partners held 65,916 shares of Essential Utilities worth $2.53M as of Q2 2026.
  • Energy Income Partners sold 432,434 Essential Utilities shares in Q2 2026, an estimated $16.5M.
  • Essential Utilities made up 0.04% of Energy Income Partners's portfolio in Q2 2026, its #84 holding.
  • Energy Income Partners first reported a position in Essential Utilities in Q1 2015 and has held it in 15 quarters since.
  • Energy Income Partners's Essential Utilities position peaked at $29.5M in Q2 2024.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Energy Income Partners's 13F filing for Q2 2026, filed 7 Aug 2026.