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EP Wealth Advisors’s Essential Utilities WTRG Stock Holding History

EP Wealth 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 		$308K Sell
8,041
-975
-11% -$37.2K ﹤0.01% 1281
2026
Q1 		$363K Buy
9,016
+950
+12% +$37.4K ﹤0.01% 1061
2025
Q4 		$309K Buy
+8,066
New +$317K ﹤0.01% 1121
2025
Q2 		$315K Buy
8,492
+189
+2% +$7.36K ﹤0.01% 989
2025
Q1 		$328K Sell
8,303
-926
-10% -$34K ﹤0.01% 872
2024
Q4 		$335K Sell
9,229
-354
-4% -$13.7K ﹤0.01% 827
2024
Q3 		$370K Buy
9,583
+3
+0% +$118 ﹤0.01% 787
2024
Q2 		$358K Buy
9,580
+1,005
+12% +$37.3K ﹤0.01% 607
2024
Q1 		$318K Buy
8,575
+2,427
+39% +$88K ﹤0.01% 609
2023
Q4 		$230K Sell
6,148
-587
-9% -$20.5K ﹤0.01% 683
2023
Q3 		$231K Sell
6,735
-21,984
-77% -$852K ﹤0.01% 623
2023
Q2 		$273K Buy
+28,719
New +$1.21M ﹤0.01% 582

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

EP Wealth Advisors's WTRG Position: Q2 2026 in Review

EP Wealth Advisors reduced its Essential Utilities (WTRG) stake by 11% in Q2 2026, selling an estimated $37.2K and leaving 8,041 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

EP Wealth Advisors first reported a position in WTRG in Q2 2023 and has held it in 12 quarters since. The position peaked at $370K in Q3 2024. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • EP Wealth Advisors held 8,041 shares of Essential Utilities worth $308K as of Q2 2026.
  • EP Wealth Advisors sold 975 Essential Utilities shares in Q2 2026, an estimated $37.2K.
  • Essential Utilities made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1281 holding.
  • EP Wealth Advisors first reported a position in Essential Utilities in Q2 2023 and has held it in 12 quarters since.
  • EP Wealth Advisors's Essential Utilities position peaked at $370K in Q3 2024.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.