LI
WTRG icon

LRI Investments’s Essential Utilities WTRG Stock Holding History

LRI Investments’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 		$536 Sell
14
-228
-94% -$8.71K ﹤0.01% 1522
2026
Q1 		$9.74K Buy
+242
New +$9.53K ﹤0.01% 891

Other funds holding WTRG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

LRI Investments's WTRG Position: Q2 2026 in Review

LRI Investments reduced its Essential Utilities (WTRG) stake by 94% in Q2 2026, selling an estimated $8.71K and leaving 14 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

LRI Investments first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.74K in Q1 2026. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • LRI Investments held 14 shares of Essential Utilities worth $536 as of Q2 2026.
  • LRI Investments sold 228 Essential Utilities shares in Q2 2026, an estimated $8.71K.
  • Essential Utilities made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1522 holding.
  • LRI Investments first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's Essential Utilities position peaked at $9.74K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.