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WTRG icon

Fulcrum Capital’s Essential Utilities WTRG Stock Holding History

Fulcrum Capital’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 		$239K Hold
6,250
– – 0.05% 95
2026
Q1 		$252K Hold
6,250
– – 0.05% 90
2025
Q4 		$240K Hold
6,250
– – 0.05% 94
2025
Q3 		$249K Hold
6,250
– – 0.05% 94
2025
Q2 		$232K Hold
6,250
– – 0.05% 94
2025
Q1 		$247K Hold
6,250
– – 0.05% 99
2024
Q4 		$227K Hold
6,250
– – 0.05% 109
2024
Q3 		$241K Hold
6,250
– – 0.05% 105
2024
Q2 		$233K Hold
6,250
– – 0.05% 101
2024
Q1 		$232K Hold
6,250
– – 0.06% 109
2023
Q4 		$233K Hold
6,250
– – 0.06% 108
2023
Q3 		$215K Hold
6,250
– – 0.06% 105
2023
Q2 		$249K Hold
6,250
– – 0.07% 102
2023
Q1 		$273K Hold
6,250
– – 0.07% 100
2022
Q4 		$298K Buy
+6,250
New +$283K 0.09% 88

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

Fulcrum Capital's WTRG Position: Q2 2026 in Review

Fulcrum Capital held its Essential Utilities (WTRG) position steady in Q2 2026 at 6,250 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #95.

Fulcrum Capital first reported a position in WTRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $298K in Q4 2022. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Fulcrum Capital held 6,250 shares of Essential Utilities worth $239K as of Q2 2026.
  • Fulcrum Capital left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.05% of Fulcrum Capital's portfolio in Q2 2026, its #95 holding.
  • Fulcrum Capital first reported a position in Essential Utilities in Q4 2022 and has held it in 15 quarters since.
  • Fulcrum Capital's Essential Utilities position peaked at $298K in Q4 2022.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.