IC
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IEQ Capital’s Essential Utilities WTRG Stock Holding History

IEQ Capital’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 		$5.3M Buy
138,340
+125,871
+1,009% +$4.81M 0.02% 487
2026
Q1 		$502K Buy
12,469
+283
+2% +$11.1K ﹤0.01% 1304
2025
Q4 		$467K Sell
12,186
-63,881
-84% -$2.51M ﹤0.01% 1361
2025
Q3 		$3.04M Buy
76,067
+63,734
+517% +$2.43M 0.01% 625
2025
Q2 		$458K Buy
12,333
+64
+0.5% +$2.49K ﹤0.01% 1200
2025
Q1 		$485K Buy
12,269
+188
+2% +$6.91K ﹤0.01% 990
2024
Q4 		$439K Buy
12,081
+71
+0.6% +$2.76K ﹤0.01% 889
2024
Q3 		$463K Buy
12,010
+98
+0.8% +$3.85K 0.01% 780
2024
Q2 		$445K Buy
11,912
+113
+1% +$4.19K 0.01% 697
2024
Q1 		$437K Buy
11,799
+56
+0.5% +$2.03K 0.01% 664
2023
Q4 		$439K Sell
11,743
-5,025
-30% -$175K 0.01% 618
2023
Q3 		$576K Buy
16,768
+47
+0.3% +$1.82K 0.01% 524
2023
Q2 		$667K Buy
+16,721
New +$702K 0.01% 474

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 $413B AUM 44.57% 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

IEQ Capital's WTRG Position: Q2 2026 in Review

IEQ Capital increased its Essential Utilities (WTRG) stake by 1,009% in Q2 2026, buying an estimated $4.81M and bringing the position to 138,340 shares worth $5.3M. The position accounts for 0.02% of the portfolio, ranked #487.

IEQ Capital first reported a position in WTRG in Q2 2023 and has held it in 13 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • IEQ Capital held 138,340 shares of Essential Utilities worth $5.3M as of Q2 2026.
  • IEQ Capital bought 125,871 Essential Utilities shares in Q2 2026, an estimated $4.81M.
  • Essential Utilities made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #487 holding.
  • IEQ Capital first reported a position in Essential Utilities in Q2 2023 and has held it in 13 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.