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Everett Harris & Co’s Essential Utilities WTRG Stock Holding History

Everett Harris & Co’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 		$651K Buy
17,000
+1,000
+6% +$38.2K 0.01% 189
2026
Q1 		$644K Hold
16,000
– – 0.01% 202
2025
Q4 		$614K Buy
16,000
+1,000
+7% +$39.3K 0.01% 211
2025
Q3 		$599K Hold
15,000
– – 0.01% 211
2025
Q2 		$557K Hold
15,000
– – 0.01% 212
2025
Q1 		$593K Buy
15,000
+2,000
+15% +$73.5K 0.01% 197
2024
Q4 		$472K Buy
+13,000
New +$505K 0.01% 199

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

Everett Harris & Co's WTRG Position: Q2 2026 in Review

Everett Harris & Co increased its Essential Utilities (WTRG) stake by 6.3% in Q2 2026, buying an estimated $38.2K and bringing the position to 17,000 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #189.

Everett Harris & Co first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Everett Harris & Co held 17,000 shares of Essential Utilities worth $651K as of Q2 2026.
  • Everett Harris & Co bought 1,000 Essential Utilities shares in Q2 2026, an estimated $38.2K.
  • Essential Utilities made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #189 holding.
  • Everett Harris & Co first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.