KIG
WTRG icon

Kennedy Investment Group’s Essential Utilities WTRG Stock Holding History

Kennedy Investment Group’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 		$257K Sell
6,707
-8
-0.1% -$305 0.09% 129
2026
Q1 		$270K Buy
6,715
+24
+0.4% +$945 0.11% 120
2025
Q4 		$257K Sell
6,691
-84
-1% -$3.31K 0.1% 120
2025
Q3 		$270K Buy
6,775
+25
+0.4% +$953 0.11% 118
2025
Q2 		$251K Buy
6,750
+21
+0.3% +$818 0.11% 118
2025
Q1 		$266K Sell
6,729
-15
-0.2% -$551 0.12% 109
2024
Q4 		$245K Buy
6,744
+6
+0.1% +$233 0.11% 113
2024
Q3 		$260K Sell
6,738
-335
-5% -$13.2K 0.12% 112
2024
Q2 		$264K Sell
7,073
-90
-1% -$3.34K 0.13% 103
2024
Q1 		$265K Buy
7,163
+57
+0.8% +$2.07K 0.14% 106
2023
Q4 		$265K Sell
7,106
-325
-4% -$11.3K 0.15% 100
2023
Q3 		$255K Buy
7,431
+184
+3% +$7.13K 0.15% 100
2023
Q2 		$289K Buy
7,247
+47
+0.7% +$1.97K 0.17% 97
2023
Q1 		$314K Buy
7,200
+43
+0.6% +$1.94K 0.19% 94
2022
Q4 		$342K Buy
+7,157
New +$324K 0.22% 92

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

Kennedy Investment Group's WTRG Position: Q2 2026 in Review

Kennedy Investment Group reduced its Essential Utilities (WTRG) stake by 0.12% in Q2 2026, selling an estimated $305 and leaving 6,707 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #129.

Kennedy Investment Group first reported a position in WTRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $342K in Q4 2022. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Kennedy Investment Group held 6,707 shares of Essential Utilities worth $257K as of Q2 2026.
  • Kennedy Investment Group sold 8 Essential Utilities shares in Q2 2026, an estimated $305.
  • Essential Utilities made up 0.09% of Kennedy Investment Group's portfolio in Q2 2026, its #129 holding.
  • Kennedy Investment Group first reported a position in Essential Utilities in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Essential Utilities position peaked at $342K in Q4 2022.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.