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
Q2 		$528K Sell
13,779
-737
-5% -$28.1K ﹤0.01% 1291
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 $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

Equitable Holdings's WTRG Position: Q2 2026 in Review

Equitable Holdings reduced its Essential Utilities (WTRG) stake by 5.1% in Q2 2026, selling an estimated $28.1K and leaving 13,779 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Equitable Holdings first reported a position in WTRG in Q4 2023 and has held it in 9 quarters since. The position peaked at $585K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Equitable Holdings held 13,779 shares of Essential Utilities worth $528K as of Q2 2026.
  • Equitable Holdings sold 737 Essential Utilities shares in Q2 2026, an estimated $28.1K.
  • Essential Utilities made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1291 holding.
  • Equitable Holdings first reported a position in Essential Utilities in Q4 2023 and has held it in 9 quarters since.
  • Equitable Holdings's Essential Utilities position peaked at $585K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.