GI
WTRG icon

GAMMA Investing’s Essential Utilities WTRG Stock Holding History

GAMMA Investing’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 		$288K Sell
7,524
-2,997
-28% -$114K 0.01% 1005
2026
Q1 		$424K Sell
10,521
-246
-2% -$9.68K 0.02% 657
2025
Q4 		$413K Buy
10,767
+2,406
+29% +$94.7K 0.02% 609
2025
Q3 		$334K Buy
8,361
+3,614
+76% +$138K 0.02% 662
2025
Q2 		$176K Buy
4,747
+1,395
+42% +$54.3K 0.01% 1001
2025
Q1 		$133K Sell
3,352
-1,594
-32% -$58.5K 0.01% 1034
2024
Q4 		$180K Buy
4,946
+332
+7% +$12.9K 0.02% 749
2024
Q3 		$178K Sell
4,614
-745
-14% -$29.3K 0.02% 677
2024
Q2 		$200K Buy
5,359
+1,989
+59% +$73.8K 0.03% 500
2024
Q1 		$125K Buy
3,370
+140
+4% +$5.08K 0.03% 556
2023
Q4 		$116K Buy
+3,230
New +$113K 0.03% 485

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

GAMMA Investing's WTRG Position: Q2 2026 in Review

GAMMA Investing reduced its Essential Utilities (WTRG) stake by 28% in Q2 2026, selling an estimated $114K and leaving 7,524 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1005.

GAMMA Investing first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q1 2026. 137 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • GAMMA Investing held 7,524 shares of Essential Utilities worth $288K as of Q2 2026.
  • GAMMA Investing sold 2,997 Essential Utilities shares in Q2 2026, an estimated $114K.
  • Essential Utilities made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1005 holding.
  • GAMMA Investing first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Essential Utilities position peaked at $424K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.