Ensign Peak Advisors
WTRG icon

Ensign Peak Advisors’s Essential Utilities WTRG Stock Holding History

Ensign Peak Advisors’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 		$51.5M Sell
1,344,324
-2,790
-0.2% -$107K 0.08% 191
2026
Q1 		$54.2M Sell
1,347,114
-401,248
-23% -$15.8M 0.1% 172
2025
Q4 		$67.1M Sell
1,748,362
-43,734
-2% -$1.72M 0.12% 154
2025
Q3 		$71.5M Sell
1,792,096
-33,863
-2% -$1.29M 0.12% 152
2025
Q2 		$67.8M Buy
1,825,959
+153,865
+9% +$5.99M 0.12% 164
2025
Q1 		$66.1M Buy
1,672,094
+79,041
+5% +$2.9M 0.13% 158
2024
Q4 		$57.9M Buy
1,593,053
+680,760
+75% +$26.4M 0.1% 175
2024
Q3 		$35.2M Sell
912,293
-7,960
-0.9% -$313K 0.06% 224
2024
Q2 		$34.4M Sell
920,253
-13,110
-1% -$486K 0.06% 219
2024
Q1 		$34.6M Buy
933,363
+795,913
+579% +$28.9M 0.06% 233
2023
Q4 		$5.13M Buy
137,450
+8,448
+7% +$295K 0.01% 617
2023
Q3 		$4.43M Sell
129,002
-5,793
-4% -$224K 0.01% 603
2023
Q2 		$5.38M Buy
134,795
+63,385
+89% +$2.66M 0.01% 565
2023
Q1 		$3.12M Buy
71,410
+550
+0.8% +$24.8K 0.01% 691
2022
Q4 		$3.38M Sell
70,860
-35,350
-33% -$1.6M 0.01% 656
2022
Q3 		$4.4M Sell
106,210
-26,290
-20% -$1.27M 0.01% 550
2022
Q2 		$6.08M Hold
132,500
– – 0.01% 487
2022
Q1 		$6.78M Sell
132,500
-2,845
-2% -$137K 0.01% 511
2021
Q4 		$7.27M Sell
135,345
-70,905
-34% -$3.44M 0.01% 554
2021
Q3 		$9.5M Buy
206,250
+3,000
+1% +$145K 0.02% 442
2021
Q2 		$9.29M Hold
203,250
– – 0.02% 444
2021
Q1 		$9.1M Sell
203,250
-40,755
-17% -$1.84M 0.02% 448
2020
Q4 		$11.5M Sell
244,005
-85,270
-26% -$3.79M 0.03% 396
2020
Q3 		$13.3M Buy
329,275
+18,928
+6% +$813K 0.03% 386
2020
Q2 		$13.1M Buy
310,347
+25,596
+9% +$1.08M 0.04% 367
2020
Q1 		$11.6M Buy
284,751
+13,249
+5% +$625K 0.04% 322
2019
Q4 		$12.7M Buy
+271,502
New +$12.2M 0.03% 377

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

Ensign Peak Advisors's WTRG Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Essential Utilities (WTRG) stake by 0.21% in Q2 2026, selling an estimated $107K and leaving 1,344,324 shares worth $51.5M. The position accounts for 0.08% of the portfolio, ranked #191.

Ensign Peak Advisors first reported a position in WTRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $71.5M in Q3 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Ensign Peak Advisors held 1,344,324 shares of Essential Utilities worth $51.5M as of Q2 2026.
  • Ensign Peak Advisors sold 2,790 Essential Utilities shares in Q2 2026, an estimated $107K.
  • Essential Utilities made up 0.08% of Ensign Peak Advisors's portfolio in Q2 2026, its #191 holding.
  • Ensign Peak Advisors first reported a position in Essential Utilities in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Essential Utilities position peaked at $71.5M in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.