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Everence Capital Management’s Essential Utilities WTRG Stock Holding History

Everence Capital Management’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 		$588K Sell
15,343
-1,489
-9% -$56.9K 0.03% 375
2026
Q1 		$678K Buy
16,832
+862
+5% +$33.9K 0.04% 304
2025
Q4 		$613K Hold
15,970
– – 0.04% 332
2025
Q3 		$637K Hold
15,970
– – 0.04% 325
2025
Q2 		$593K Sell
15,970
-7,670
-32% -$299K 0.04% 318
2025
Q1 		$934K Hold
23,640
– – 0.06% 244
2024
Q4 		$859K Buy
+23,640
New +$917K 0.06% 257

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

Everence Capital Management's WTRG Position: Q2 2026 in Review

Everence Capital Management reduced its Essential Utilities (WTRG) stake by 8.8% in Q2 2026, selling an estimated $56.9K and leaving 15,343 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #375.

Everence Capital Management first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $934K in Q1 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Everence Capital Management held 15,343 shares of Essential Utilities worth $588K as of Q2 2026.
  • Everence Capital Management sold 1,489 Essential Utilities shares in Q2 2026, an estimated $56.9K.
  • Essential Utilities made up 0.03% of Everence Capital Management's portfolio in Q2 2026, its #375 holding.
  • Everence Capital Management first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • Everence Capital Management's Essential Utilities position peaked at $934K in Q1 2025.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.