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WELLINGTON-ALTUS USA INC.’s Essential Utilities WTRG Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$16.9K Hold
419
– – 0.01% 525
2026
Q1 		$16.1K Buy
419
+27
+7% +$1.06K 0.01% 560
2025
Q4 		$15K Buy
+392
New +$15.4K 0.01% 538

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

WELLINGTON-ALTUS USA INC.'s WTRG Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Essential Utilities (WTRG) position steady in Q2 2026 at 419 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #525.

WELLINGTON-ALTUS USA INC. first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 419 shares of Essential Utilities worth $16.9K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.01% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #525 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.