EH
WTRG icon

Equitable Holdings’s Essential Utilities WTRG Stock Holding History

Equitable Holdings’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
Q1 		$585K Buy
+14,516
New +$571K ﹤0.01% 1188
2025
Q4 		– Sell
-6,280
Closed -$251K – 1665
2025
Q3 		$251K Sell
6,280
-196
-3% -$7.47K ﹤0.01% 1355
2025
Q2 		$241K Buy
6,476
+1,371
+27% +$53.4K ﹤0.01% 1293
2025
Q1 		$202K Buy
+5,105
New +$187K ﹤0.01% 1258
2024
Q4 		– Sell
-7,483
Closed -$289K – 1341
2024
Q3 		$289K Buy
7,483
+2,028
+37% +$79.7K ﹤0.01% 1053
2024
Q2 		$204K Buy
5,455
+35
+0.6% +$1.3K ﹤0.01% 1134
2024
Q1 		$201K Sell
5,420
-198
-4% -$7.18K ﹤0.01% 1097
2023
Q4 		$210K Buy
+5,618
New +$196K ﹤0.01% 1054

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Equitable Holdings's WTRG Position: Q1 2026 in Review

Equitable Holdings opened a new position in Essential Utilities (WTRG) in Q1 2026: 14,516 shares worth $585K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in WTRG as recently as Q3 2025.

Equitable Holdings first reported a position in WTRG in Q4 2023 and has held it in 8 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Equitable Holdings held 14,516 shares of Essential Utilities worth $585K as of Q1 2026.
  • Essential Utilities was a new Equitable Holdings position in Q1 2026.
  • Essential Utilities made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1188 holding.
  • Equitable Holdings first reported a position in Essential Utilities in Q4 2023 and has held it in 8 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.