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HUB Investment Partners’s Essential Utilities WTRG Stock Holding History

HUB Investment Partners’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 		$202K Buy
5,261
+275
+6% +$10.5K ﹤0.01% 1212
2026
Q1 		$201K Buy
+4,986
New +$196K ﹤0.01% 1001
2025
Q4 		– Sell
-5,332
Closed -$213K – 1069
2025
Q3 		$213K Buy
+5,332
New +$203K 0.01% 681

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HUB Investment Partners's WTRG Position: Q2 2026 in Review

HUB Investment Partners increased its Essential Utilities (WTRG) stake by 5.5% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,261 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

HUB Investment Partners first reported a position in WTRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $213K in Q3 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • HUB Investment Partners held 5,261 shares of Essential Utilities worth $202K as of Q2 2026.
  • HUB Investment Partners bought 275 Essential Utilities shares in Q2 2026, an estimated $10.5K.
  • Essential Utilities made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1212 holding.
  • HUB Investment Partners first reported a position in Essential Utilities in Q3 2025 and has held it in 3 quarters since.
  • HUB Investment Partners's Essential Utilities position peaked at $213K in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.