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Evergreen Capital Management’s Essential Utilities WTRG Stock Holding History

Evergreen 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 		– Sell
-5,572
Closed -$224K – 1678
2026
Q1 		$224K Sell
5,572
-295
-5% -$11.6K ﹤0.01% 1318
2025
Q4 		$225K Sell
5,867
-1,729
-23% -$68K 0.01% 1230
2025
Q3 		$303K Buy
+7,596
New +$290K 0.01% 965
2025
Q2 		– Sell
-8,016
Closed -$317K – 1267
2025
Q1 		$317K Sell
8,016
-1,499
-16% -$55.1K 0.01% 715
2024
Q4 		$346K Sell
9,515
-787
-8% -$30.5K 0.01% 667
2024
Q3 		$397K Sell
10,302
-17
-0.2% -$668 0.01% 601
2024
Q2 		$385K Buy
+10,319
New +$383K 0.01% 556

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 $413B AUM 44.57% 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

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

Evergreen Capital Management sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 5,572 shares — an estimated $224K sold.

Evergreen Capital Management first reported a position in WTRG in Q2 2024 and held it in 7 quarters. The position peaked at $397K in Q3 2024. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Evergreen Capital Management reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 5,572 Essential Utilities shares in Q2 2026, an estimated $224K.
  • Evergreen Capital Management first reported a position in Essential Utilities in Q2 2024 and held it in 7 quarters.
  • Evergreen Capital Management's Essential Utilities position peaked at $397K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.