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LMR Partners’s Essential Utilities WTRG Stock Holding History

LMR Partners’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 		$62.4M Buy
1,628,583
+1,087,463
+201% +$41.5M 0.23% 87
2026
Q1 		$21.8M Sell
541,120
-18,412
-3% -$725K 0.05% 195
2025
Q4 		$21.5M Buy
+559,532
New +$22M 0.04% 191
2022
Q4 		– Sell
-80,000
Closed -$3.31M – 1292
2022
Q3 		$3.31M Buy
+80,000
New +$3.88M 0.06% 367
2019
Q4 		– Sell
-127,634
Closed -$5.72M – 570
2019
Q3 		$5.72M Buy
+127,634
New +$5.48M 0.28% 59

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

LMR Partners's WTRG Position: Q2 2026 in Review

LMR Partners increased its Essential Utilities (WTRG) stake by 201% in Q2 2026, buying an estimated $41.5M and bringing the position to 1,628,583 shares worth $62.4M. The position accounts for 0.23% of the portfolio, ranked #87.

LMR Partners first reported a position in WTRG in Q3 2019 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • LMR Partners held 1,628,583 shares of Essential Utilities worth $62.4M as of Q2 2026.
  • LMR Partners bought 1,087,463 Essential Utilities shares in Q2 2026, an estimated $41.5M.
  • Essential Utilities made up 0.23% of LMR Partners's portfolio in Q2 2026, its #87 holding.
  • LMR Partners first reported a position in Essential Utilities in Q3 2019 and has held it in 5 quarters since.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.