IRC
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Investors Research Corp’s Essential Utilities WTRG Stock Holding History

Investors Research Corp’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 		$1.29M Sell
33,767
-883
-3% -$33.7K 0.23% 71
2026
Q1 		$1.4M Hold
34,650
– – 0.27% 63
2025
Q4 		$1.33M Sell
34,650
-700
-2% -$27.5K 0.24% 74
2025
Q3 		$1.41M Hold
35,350
– – 0.26% 67
2025
Q2 		$1.31M Hold
35,350
– – 0.26% 72
2025
Q1 		$1.4M Buy
+35,350
New +$1.3M 0.3% 60

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

Investors Research Corp's WTRG Position: Q2 2026 in Review

Investors Research Corp reduced its Essential Utilities (WTRG) stake by 2.5% in Q2 2026, selling an estimated $33.7K and leaving 33,767 shares worth $1.29M. The position accounts for 0.23% of the portfolio, ranked #71.

Investors Research Corp first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q3 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Investors Research Corp held 33,767 shares of Essential Utilities worth $1.29M as of Q2 2026.
  • Investors Research Corp sold 883 Essential Utilities shares in Q2 2026, an estimated $33.7K.
  • Essential Utilities made up 0.23% of Investors Research Corp's portfolio in Q2 2026, its #71 holding.
  • Investors Research Corp first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • Investors Research Corp's Essential Utilities position peaked at $1.41M in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.