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 Q3	$15.4K	Sell	393 -489	-55%	-$19.6K	0.01%	1006
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Essential Partners's WTRG Position: Q3 2026 in Review

Essential Partners reduced its Essential Utilities (WTRG) stake by 55% in Q3 2026, selling an estimated $19.6K and leaving 393 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #1006.

Essential Partners first reported a position in WTRG in Q2 2025 and has held it in 6 quarters since. The position peaked at $80.4K in Q3 2025. 148 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Essential Partners held 393 shares of Essential Utilities worth $15.4K as of Q3 2026.
Essential Partners sold 489 Essential Utilities shares in Q3 2026, an estimated $19.6K.
Essential Utilities made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1006 holding.
Essential Partners first reported a position in Essential Utilities in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Essential Utilities position peaked at $80.4K in Q3 2025.
148 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.