Envestnet Portfolio Solutions
WTRG icon

Envestnet Portfolio Solutions’s Essential Utilities WTRG Stock Holding History

Envestnet Portfolio Solutions’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 		$529K Buy
13,801
+170
+1% +$6.49K ﹤0.01% 966
2026
Q1 		$549K Buy
13,631
+277
+2% +$10.9K ﹤0.01% 858
2025
Q4 		$512K Buy
13,354
+250
+2% +$9.84K ﹤0.01% 1050
2025
Q3 		$523K Sell
13,104
-1,232
-9% -$47K ﹤0.01% 1009
2025
Q2 		$532K Buy
+14,336
New +$558K ﹤0.01% 1068

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's WTRG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Essential Utilities (WTRG) stake by 1.2% in Q2 2026, buying an estimated $6.49K and bringing the position to 13,801 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Envestnet Portfolio Solutions first reported a position in WTRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $549K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Envestnet Portfolio Solutions held 13,801 shares of Essential Utilities worth $529K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 170 Essential Utilities shares in Q2 2026, an estimated $6.49K.
  • Essential Utilities made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #966 holding.
  • Envestnet Portfolio Solutions first reported a position in Essential Utilities in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Essential Utilities position peaked at $549K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.