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Hamrick Investment Counsel’s Essential Utilities WTRG Stock Holding History

Hamrick Investment Counsel’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 		$915K Sell
23,896
-12
-0.1% -$458 0.61% 42
2026
Q1 		$963K Buy
23,908
+842
+4% +$33.1K 0.53% 48
2025
Q4 		$885K Buy
+23,066
New +$908K 0.66% 41

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 $3.38T AUM 44.17% 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

Hamrick Investment Counsel's WTRG Position: Q2 2026 in Review

Hamrick Investment Counsel reduced its Essential Utilities (WTRG) stake by 0.05% in Q2 2026, selling an estimated $458 and leaving 23,896 shares worth $915K. The position accounts for 0.61% of the portfolio, ranked #42.

Hamrick Investment Counsel first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $963K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Hamrick Investment Counsel held 23,896 shares of Essential Utilities worth $915K as of Q2 2026.
  • Hamrick Investment Counsel sold 12 Essential Utilities shares in Q2 2026, an estimated $458.
  • Essential Utilities made up 0.61% of Hamrick Investment Counsel's portfolio in Q2 2026, its #42 holding.
  • Hamrick Investment Counsel first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • Hamrick Investment Counsel's Essential Utilities position peaked at $963K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Hamrick Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.