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Greenwood Capital Associates’s Essential Utilities WTRG Stock Holding History

Greenwood Capital Associates’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 		$1.51M Buy
+39,464
New +$1.51M 0.15% 128
2019
Q3 		– Sell
-7,395
Closed -$306K – 194
2019
Q2 		$306K Sell
7,395
-45
-0.6% -$1.75K 0.08% 134
2019
Q1 		$271K Buy
+7,440
New +$262K 0.07% 146

Other funds holding WTRG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Greenwood Capital Associates's WTRG Position: Q2 2026 in Review

Greenwood Capital Associates opened a new position in Essential Utilities (WTRG) in Q2 2026: 39,464 shares worth $1.51M. The stake represents 0.15% of the portfolio and ranks #128 among its holdings. This is a return to the name: Greenwood Capital Associates previously reported a position in WTRG as recently as Q2 2019.

Greenwood Capital Associates first reported a position in WTRG in Q1 2019 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Greenwood Capital Associates held 39,464 shares of Essential Utilities worth $1.51M as of Q2 2026.
  • Essential Utilities was a new Greenwood Capital Associates position in Q2 2026.
  • Essential Utilities made up 0.15% of Greenwood Capital Associates's portfolio in Q2 2026, its #128 holding.
  • Greenwood Capital Associates first reported a position in Essential Utilities in Q1 2019 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.