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WTRG icon

Harbour Investments’s Essential Utilities WTRG Stock Holding History

Harbour Investments’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 		$231K Sell
6,024
-284
-5% -$10.8K ﹤0.01% 1528
2026
Q1 		$254K Buy
6,308
+3,452
+121% +$136K ﹤0.01% 1397
2025
Q4 		$110K Buy
2,856
+114
+4% +$4.49K ﹤0.01% 1593
2025
Q3 		$109K Buy
2,742
+2
+0.1% +$76 ﹤0.01% 1549
2025
Q2 		$102K Buy
2,740
+11
+0.4% +$428 ﹤0.01% 1499
2025
Q1 		$108K Buy
2,729
+183
+7% +$6.72K ﹤0.01% 1393
2024
Q4 		$92.5K Sell
2,546
-33
-1% -$1.28K ﹤0.01% 1396
2024
Q3 		$99.5K Buy
2,579
+14
+0.5% +$550 ﹤0.01% 1320
2024
Q2 		$95.8K Buy
2,565
+1
+0% +$37 ﹤0.01% 1269
2024
Q1 		$95K Buy
2,564
+502
+24% +$18.2K ﹤0.01% 1239
2023
Q4 		$77K Sell
2,062
-446
-18% -$15.6K ﹤0.01% 1249
2023
Q3 		$86.1K Buy
2,508
+102
+4% +$3.95K ﹤0.01% 1105
2023
Q2 		$96K Buy
2,406
+2
+0.1% +$84 ﹤0.01% 1076
2023
Q1 		$105K Buy
2,404
+1
+0% +$45 0.01% 1023
2022
Q4 		$115K Buy
2,403
+295
+14% +$13.4K 0.01% 958
2022
Q3 		$97K Hold
2,108
– – 0.01% 974
2022
Q2 		$97K Buy
+2,108
New +$97.9K 0.01% 974
2021
Q4 		$92K Sell
1,715
-3,321
-66% -$161K 0.01% 1006
2021
Q3 		$232K Sell
5,036
-285
-5% -$13.8K 0.01% 950
2021
Q2 		$243K Buy
5,321
+912
+21% +$42.8K 0.01% 957
2021
Q1 		$197K Buy
+4,409
New +$199K 0.01% 974

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

Harbour Investments's WTRG Position: Q2 2026 in Review

Harbour Investments reduced its Essential Utilities (WTRG) stake by 4.5% in Q2 2026, selling an estimated $10.8K and leaving 6,024 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Harbour Investments first reported a position in WTRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $254K in Q1 2026. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Harbour Investments held 6,024 shares of Essential Utilities worth $231K as of Q2 2026.
  • Harbour Investments sold 284 Essential Utilities shares in Q2 2026, an estimated $10.8K.
  • Essential Utilities made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1528 holding.
  • Harbour Investments first reported a position in Essential Utilities in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Essential Utilities position peaked at $254K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.