MC
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Machina Capital’s Essential Utilities WTRG Stock Holding History

Machina Capital’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 		$1.97M Buy
51,534
+37,515
+268% +$1.43M 0.31% 116
2026
Q1 		$565K Buy
+14,019
New +$552K 0.11% 223
2025
Q1 		– Sell
-8,307
Closed -$302K – 390
2024
Q4 		$302K Buy
8,307
+2,220
+36% +$86.2K 0.13% 221
2024
Q3 		$235K Buy
+6,087
New +$239K 0.09% 257
2024
Q2 		– Sell
-8,733
Closed -$324K – 360
2024
Q1 		$324K Buy
8,733
+1,716
+24% +$62.2K 0.17% 196
2023
Q4 		$262K Buy
+7,017
New +$245K 0.17% 207
2023
Q2 		– Sell
-180
Closed -$7.86K – 546
2023
Q1 		$7.86K Buy
+180
New +$8.12K 0.01% 426
2019
Q2 		– Sell
-2,649
Closed -$97K – 652
2019
Q1 		$97K Buy
+2,649
New +$93.4K 0.04% 304

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 $3.38T AUM 44.17% 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

Machina Capital's WTRG Position: Q2 2026 in Review

Machina Capital increased its Essential Utilities (WTRG) stake by 268% in Q2 2026, buying an estimated $1.43M and bringing the position to 51,534 shares worth $1.97M. The position accounts for 0.31% of the portfolio, ranked #116.

Machina Capital first reported a position in WTRG in Q1 2019 and has held it in 8 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Machina Capital held 51,534 shares of Essential Utilities worth $1.97M as of Q2 2026.
  • Machina Capital bought 37,515 Essential Utilities shares in Q2 2026, an estimated $1.43M.
  • Essential Utilities made up 0.31% of Machina Capital's portfolio in Q2 2026, its #116 holding.
  • Machina Capital first reported a position in Essential Utilities in Q1 2019 and has held it in 8 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.