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Guinness Asset Management’s Essential Utilities WTRG Stock Holding History

Guinness Asset 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 		$301K Buy
7,851
+3,000
+62% +$115K 0.01% 117
2026
Q1 		$195K Buy
4,851
+1,949
+67% +$76.7K ﹤0.01% 115
2025
Q4 		$112K Buy
2,902
+930
+47% +$36.6K ﹤0.01% 122
2025
Q3 		$77.1K Buy
+1,972
New +$75.2K ﹤0.01% 121

Other funds holding WTRG

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Guinness Asset Management's WTRG Position: Q2 2026 in Review

Guinness Asset Management increased its Essential Utilities (WTRG) stake by 62% in Q2 2026, buying an estimated $115K and bringing the position to 7,851 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #117.

Guinness Asset Management first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Guinness Asset Management held 7,851 shares of Essential Utilities worth $301K as of Q2 2026.
  • Guinness Asset Management bought 3,000 Essential Utilities shares in Q2 2026, an estimated $115K.
  • Essential Utilities made up 0.01% of Guinness Asset Management's portfolio in Q2 2026, its #117 holding.
  • Guinness Asset Management first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Guinness Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.