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John Overdeck’s Essential Utilities WTRG Stock Holding History

John Overdeck’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 		$778K Buy
+20,318
New +$776K ﹤0.01% 3813
2025
Q3 		– Sell
-27,255
Closed -$1.01M – 3964
2025
Q2 		$1.01M Buy
+27,255
New +$1.06M ﹤0.01% 2243
2022
Q4 		– Sell
-28,539
Closed -$1.18M – 3110
2022
Q3 		$1.18M Buy
+28,539
New +$1.38M ﹤0.01% 1389
2020
Q4 		– Sell
-22,980
Closed -$925K – 3821
2020
Q3 		$925K Buy
+22,980
New +$987K ﹤0.01% 1816
2019
Q2 		– Sell
-484,492
Closed -$17.7M – 3709
2019
Q1 		$17.7M Buy
484,492
+459,532
+1,841% +$16.2M 0.06% 439
2018
Q4 		$853K Buy
24,960
+13,205
+112% +$458K ﹤0.01% 1753
2018
Q3 		$434K Buy
+11,755
New +$435K ﹤0.01% 2559
2017
Q2 		– Sell
-186,181
Closed -$5.99M – 3329
2017
Q1 		$5.99M Buy
+186,181
New +$5.72M 0.02% 842
2016
Q4 		– Sell
-226,698
Closed -$6.91M – 3565
2016
Q3 		$6.91M Buy
+226,698
New +$7.35M 0.03% 721
2015
Q3 		– Sell
-8,536
Closed -$209K – 2808
2015
Q2 		$209K Buy
+8,536
New +$224K ﹤0.01% 2609
2014
Q1 		– Sell
-94,218
Closed -$2.22M – 2297
2013
Q4 		$2.22M Buy
+94,218
New +$2.3M 0.01% 947

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

John Overdeck's WTRG Position: Q2 2026 in Review

John Overdeck opened a new position in Essential Utilities (WTRG) in Q2 2026: 20,318 shares worth $778K. The stake represents ﹤0.01% of the portfolio and ranks #3813 among its holdings. This is a return to the name: John Overdeck previously reported a position in WTRG as recently as Q2 2025.

John Overdeck first reported a position in WTRG in Q4 2013 and has held it in 11 quarters since. The position peaked at $17.7M in Q1 2019. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • John Overdeck held 20,318 shares of Essential Utilities worth $778K as of Q2 2026.
  • Essential Utilities was a new John Overdeck position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3813 holding.
  • John Overdeck first reported a position in Essential Utilities in Q4 2013 and has held it in 11 quarters since.
  • John Overdeck's Essential Utilities position peaked at $17.7M in Q1 2019.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.