Loudon Investment Management’s Essential Utilities WTRG Stock Holding History

Loudon Investment Management’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	$592K	Hold	15,463	–	–	0.29%	65
2026 Q1	$623K	Hold	15,463	–	–	0.34%	66
2025 Q4	$593K	Hold	15,463	–	–	0.31%	64
2025 Q3	$617K	Hold	15,463	–	–	0.32%	65
2025 Q2	$574K	Hold	15,463	–	–	0.32%	67
2025 Q1	$611K	Hold	15,463	–	–	0.35%	64
2024 Q4	$562K	Hold	15,463	–	–	0.32%	65
2024 Q3	$596K	Hold	15,463	–	–	0.33%	64
2024 Q2	$577K	Hold	15,463	–	–	0.34%	66
2024 Q1	$573K	Hold	15,463	–	–	0.33%	65
2023 Q4	$578K	Hold	15,463	–	–	0.36%	65
2023 Q3	$531K	Hold	15,463	–	–	0.37%	66
2023 Q2	$617K	Hold	15,463	–	–	0.41%	60
2023 Q1	$675K	Hold	15,463	–	–	0.47%	58
2022 Q4	$738K	Hold	15,463	–	–	0.53%	51
2022 Q3	$640K	Sell	15,463 -2,000	-11%	-$96.9K	0.51%	52
2022 Q2	$801K	Hold	17,463	–	–	0.6%	48
2022 Q1	$893K	Hold	17,463	–	–	0.59%	47
2021 Q4	$938K	Hold	17,463	–	–	0.6%	45
2021 Q3	$805K	Sell	17,463 -589	-3%	-$28.5K	0.57%	47
2021 Q2	$825K	Hold	18,052	–	–	0.56%	49
2021 Q1	$808K	Hold	18,052	–	–	0.58%	45
2020 Q4	$854K	Hold	18,052	–	–	0.67%	41
2020 Q3	$727K	Hold	18,052	–	–	0.61%	41
2020 Q2	$763K	Hold	18,052	–	–	0.66%	43
2020 Q1	$735K	Sell	18,052 -4,000	-18%	-$189K	0.77%	42
2019 Q4	$1.03M	Hold	22,052	–	–	0.81%	42
2019 Q3	$989K	Hold	22,052	–	–	0.83%	41
2019 Q2	$912K	Hold	22,052	–	–	0.77%	43
2019 Q1	$804K	Hold	22,052	–	–	0.71%	42
2018 Q4	$754K	Hold	22,052	–	–	0.72%	42
2018 Q3	$814K	Hold	22,052	–	–	0.65%	45
2018 Q2	$778K	Hold	22,052	–	–	0.62%	46
2018 Q1	$751K	Hold	22,052	–	–	0.6%	45
2017 Q4	$865K	Hold	22,052	–	–	0.65%	44
2017 Q3	$732K	Hold	22,052	–	–	0.57%	48
2017 Q2	$734K	Hold	22,052	–	–	0.56%	51
2017 Q1	$709K	Hold	22,052	–	–	0.54%	50
2016 Q4	$662K	Hold	22,052	–	–	0.52%	45
2016 Q3	$672K	Hold	22,052	–	–	0.52%	48
2016 Q2	$786K	Hold	22,052	–	–	0.63%	43
2016 Q1	$702K	Hold	22,052	–	–	0.57%	42
2015 Q4	$657K	Hold	22,052	–	–	0.53%	43
2015 Q3	$584K	Hold	22,052	–	–	0.5%	41
2015 Q2	$540K	Hold	22,052	–	–	0.41%	45
2015 Q1	$581K	Hold	22,052	–	–	0.44%	48
2014 Q4	$589K	Hold	22,052	–	–	0.44%	49
2014 Q3	$519K	Hold	22,052	–	–	0.37%	57
2014 Q2	$578K	Hold	22,052	–	–	0.4%	53
2014 Q1	$553K	Hold	22,052	–	–	0.4%	58
2013 Q4	$520K	Buy	+22,052	New	+$538K	0.38%	58

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Loudon Investment Management's WTRG Position: Q2 2026 in Review

Loudon Investment Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 15,463 shares worth $592K. The position accounts for 0.29% of the portfolio, ranked #65.

Loudon Investment Management first reported a position in WTRG in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.03M in Q4 2019. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Loudon Investment Management held 15,463 shares of Essential Utilities worth $592K as of Q2 2026.
Loudon Investment Management left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.29% of Loudon Investment Management's portfolio in Q2 2026, its #65 holding.
Loudon Investment Management first reported a position in Essential Utilities in Q4 2013 and has held it in 51 quarters since.
Loudon Investment Management's Essential Utilities position peaked at $1.03M in Q4 2019.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.