Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Essential Utilities WTRG Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	$2.99M	Buy	+78,000	New	+$2.98M	﹤0.01%	937
2023 Q2	–	Sell	-20,522	Closed	-$896K	–	1466
2023 Q1	$896K	Buy	+20,522	New	+$926K	﹤0.01%	734
2022 Q4	–	Sell	-44,562	Closed	-$1.84M	–	1664
2022 Q3	$1.84M	Buy	44,562 +26,862	+152%	+$1.3M	0.01%	725
2022 Q2	$812K	Buy	+17,700	New	+$822K	﹤0.01%	1000

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WTRG Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Essential Utilities (WTRG) in Q2 2026: 78,000 shares worth $2.99M. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in WTRG as recently as Q1 2023.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WTRG in Q2 2022 and has held it in 4 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 78,000 shares of Essential Utilities worth $2.99M as of Q2 2026.
Essential Utilities was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q2 2026.
Essential Utilities made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #937 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Essential Utilities in Q2 2022 and has held it in 4 quarters since.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.