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Essential Partners’s Essential Utilities WTRG Stock Holding History

Essential 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 		$33.8K Sell
882
-352
-29% -$13.4K 0.02% 723
2026
Q1 		$49.7K Buy
1,234
+284
+30% +$11.2K 0.02% 605
2025
Q4 		$36.4K Sell
950
-1,064
-53% -$41.9K 0.01% 697
2025
Q3 		$80.4K Buy
2,014
+1,931
+2,327% +$73.6K 0.03% 485
2025
Q2 		$3.08K Buy
+83
New +$3.23K ﹤0.01% 1191

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

Essential Partners's WTRG Position: Q2 2026 in Review

Essential Partners reduced its Essential Utilities (WTRG) stake by 29% in Q2 2026, selling an estimated $13.4K and leaving 882 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #723.

Essential Partners first reported a position in WTRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $80.4K in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Essential Partners held 882 shares of Essential Utilities worth $33.8K as of Q2 2026.
  • Essential Partners sold 352 Essential Utilities shares in Q2 2026, an estimated $13.4K.
  • Essential Utilities made up 0.02% of Essential Partners's portfolio in Q2 2026, its #723 holding.
  • Essential Partners first reported a position in Essential Utilities in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Essential Utilities position peaked at $80.4K in Q3 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.