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WTRG icon

Inspire Investing’s Essential Utilities WTRG Stock Holding History

Inspire Investing’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 		$1.19M Buy
31,012
+10,339
+50% +$395K 0.05% 356
2026
Q1 		$832K Buy
20,673
+11,714
+131% +$461K 0.05% 360
2025
Q4 		$344K Sell
8,959
-12,449
-58% -$490K 0.03% 737
2025
Q3 		$854K Buy
21,408
+6,761
+46% +$258K 0.08% 249
2025
Q2 		$544K Buy
14,647
+6,516
+80% +$254K 0.06% 262
2025
Q1 		$321K Buy
8,131
+818
+11% +$30K 0.04% 718
2024
Q4 		$266K Sell
7,313
-277
-4% -$10.8K 0.03% 764
2024
Q3 		$293K Buy
+7,590
New +$298K 0.03% 760
2020
Q2 		– Sell
-270
Closed -$11K – 736
2020
Q1 		$11K Buy
+270
New +$12.7K ﹤0.01% 693
2018
Q1 		– Sell
-269
Closed -$11K – 714
2017
Q4 		$11K Buy
+269
New +$9.81K 0.01% 800

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

Inspire Investing's WTRG Position: Q2 2026 in Review

Inspire Investing increased its Essential Utilities (WTRG) stake by 50% in Q2 2026, buying an estimated $395K and bringing the position to 31,012 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #356.

Inspire Investing first reported a position in WTRG in Q4 2017 and has held it in 10 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Inspire Investing held 31,012 shares of Essential Utilities worth $1.19M as of Q2 2026.
  • Inspire Investing bought 10,339 Essential Utilities shares in Q2 2026, an estimated $395K.
  • Essential Utilities made up 0.05% of Inspire Investing's portfolio in Q2 2026, its #356 holding.
  • Inspire Investing first reported a position in Essential Utilities in Q4 2017 and has held it in 10 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.