EIP
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Epoch Investment Partners’s Essential Utilities WTRG Stock Holding History

Epoch Investment 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 		$49.1M Buy
1,282,362
+92,432
+8% +$3.53M 0.28% 128
2026
Q1 		$47.9M Buy
1,189,930
+53,107
+5% +$2.09M 0.29% 133
2025
Q4 		$43.6M Sell
1,136,823
-41,138
-3% -$1.62M 0.25% 137
2025
Q3 		$47M Sell
1,177,961
-7,440
-0.6% -$284K 0.26% 136
2025
Q2 		$44M Buy
1,185,401
+7,458
+0.6% +$290K 0.23% 146
2025
Q1 		$46.6M Sell
1,177,943
-19,003
-2% -$698K 0.24% 152
2024
Q4 		$43.5M Buy
1,196,946
+32,548
+3% +$1.26M 0.21% 159
2024
Q3 		$44.9M Sell
1,164,398
-16,375
-1% -$644K 0.2% 167
2024
Q2 		$44.1M Sell
1,180,773
-68,361
-5% -$2.54M 0.2% 164
2024
Q1 		$46.3M Buy
+1,249,134
New +$45.3M 0.21% 174

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

Epoch Investment Partners's WTRG Position: Q2 2026 in Review

Epoch Investment Partners increased its Essential Utilities (WTRG) stake by 7.8% in Q2 2026, buying an estimated $3.53M and bringing the position to 1,282,362 shares worth $49.1M. The position accounts for 0.28% of the portfolio, ranked #128.

Epoch Investment Partners first reported a position in WTRG in Q1 2024 and has held it in 10 quarters since. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Epoch Investment Partners held 1,282,362 shares of Essential Utilities worth $49.1M as of Q2 2026.
  • Epoch Investment Partners bought 92,432 Essential Utilities shares in Q2 2026, an estimated $3.53M.
  • Essential Utilities made up 0.28% of Epoch Investment Partners's portfolio in Q2 2026, its #128 holding.
  • Epoch Investment Partners first reported a position in Essential Utilities in Q1 2024 and has held it in 10 quarters since.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.