EGM
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Engineers Gate Manager’s Essential Utilities WTRG Stock Holding History

Engineers Gate Manager’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 		$989K Sell
25,815
-42,201
-62% -$1.61M 0.01% 1089
2026
Q1 		$2.74M Buy
+68,016
New +$2.68M 0.03% 593
2025
Q4 		– Sell
-54,645
Closed -$2.18M – 2609
2025
Q3 		$2.18M Buy
54,645
+15,886
+41% +$606K 0.03% 722
2025
Q2 		$1.44M Buy
38,759
+24,473
+171% +$953K 0.02% 920
2025
Q1 		$565K Sell
14,286
-13,157
-48% -$483K 0.01% 1388
2024
Q4 		$997K Sell
27,443
-48,054
-64% -$1.87M 0.02% 1010
2024
Q3 		$2.91M Buy
+75,497
New +$2.97M 0.06% 468
2024
Q1 		– Sell
-14,820
Closed -$554K – 2351
2023
Q4 		$554K Sell
14,820
-9,402
-39% -$328K 0.02% 1120
2023
Q3 		$832K Sell
24,222
-48,264
-67% -$1.87M 0.03% 806
2023
Q2 		$2.89M Buy
72,486
+25,166
+53% +$1.06M 0.11% 233
2023
Q1 		$2.07M Buy
+47,320
New +$2.13M 0.09% 311
2022
Q4 		– Sell
-47,897
Closed -$1.98M – 2075
2022
Q3 		$1.98M Buy
47,897
+35,616
+290% +$1.73M 0.12% 195
2022
Q2 		$563K Buy
+12,281
New +$570K 0.02% 1048
2020
Q4 		– Sell
-23,788
Closed -$957K – 2024
2020
Q3 		$957K Buy
+23,788
New +$1.02M 0.04% 636
2019
Q1 		– Sell
-52,431
Closed -$1.79M – 1177
2018
Q4 		$1.79M Buy
+52,431
New +$1.82M 0.14% 221
2018
Q1 		– Sell
-16,986
Closed -$666K – 1005
2017
Q4 		$666K Buy
+16,986
New +$619K 0.05% 548
2017
Q1 		– Sell
-19,231
Closed -$578K – 782
2016
Q4 		$578K Sell
19,231
-40,708
-68% -$1.21M 0.06% 426
2016
Q3 		$1.83M Buy
+59,939
New +$1.94M 0.19% 205
2016
Q1 		– Sell
-21,087
Closed -$628K – 845
2015
Q4 		$628K Sell
21,087
-47,599
-69% -$1.37M 0.04% 464
2015
Q3 		$1.82M Buy
68,686
+38,286
+126% +$980K 0.15% 235
2015
Q2 		$744K Buy
+30,400
New +$797K 0.07% 501

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

Engineers Gate Manager's WTRG Position: Q2 2026 in Review

Engineers Gate Manager reduced its Essential Utilities (WTRG) stake by 62% in Q2 2026, selling an estimated $1.61M and leaving 25,815 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #1089.

Engineers Gate Manager first reported a position in WTRG in Q2 2015 and has held it in 21 quarters since. The position peaked at $2.91M in Q3 2024. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Engineers Gate Manager held 25,815 shares of Essential Utilities worth $989K as of Q2 2026.
  • Engineers Gate Manager sold 42,201 Essential Utilities shares in Q2 2026, an estimated $1.61M.
  • Essential Utilities made up 0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1089 holding.
  • Engineers Gate Manager first reported a position in Essential Utilities in Q2 2015 and has held it in 21 quarters since.
  • Engineers Gate Manager's Essential Utilities position peaked at $2.91M in Q3 2024.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.