Manchester Capital Management’s Essential Utilities WTRG Stock Holding History

Manchester Capital 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	$120K	Buy	3,122 +18	+0.6%	+$687	0.02%	360
2026 Q1	$125K	Buy	3,104 +5	+0.2%	+$197	0.02%	338
2025 Q4	$119K	Sell	3,099 -16,110	-84%	-$634K	0.02%	344
2025 Q3	$766K	Buy	19,209 +23	+0.1%	+$877	0.1%	133
2025 Q2	$713K	Sell	19,186 -851	-4%	-$33.1K	0.09%	157
2025 Q1	$792K	Buy	20,037 +9,369	+88%	+$344K	0.1%	147
2024 Q4	$387K	Buy	10,668 +1,398	+15%	+$54.3K	0.05%	241
2024 Q3	$358K	Buy	9,270 +4	+0%	+$157	0.04%	259
2024 Q2	$346K	Sell	9,266 -47	-0.5%	-$1.74K	0.04%	245
2024 Q1	$345K	Buy	9,313 +4,617	+98%	+$167K	0.04%	242
2023 Q4	$175K	Buy	4,696 +49	+1%	+$1.71K	0.02%	297
2023 Q3	$160K	Sell	4,647 -9,152	-66%	-$355K	0.02%	296
2023 Q2	$551K	Sell	13,799 -23,719	-63%	-$995K	0.07%	154
2023 Q1	$1.64M	Buy	37,518 +2,691	+8%	+$121K	0.21%	66
2022 Q4	$1.66M	Buy	34,827 +20,994	+152%	+$950K	0.24%	60
2022 Q3	$572K	Hold	13,833	–	–	0.1%	112
2022 Q2	$634K	Hold	13,833	–	–	0.11%	107
2022 Q1	$707K	Hold	13,833	–	–	0.1%	121
2021 Q4	$743K	Hold	13,833	–	–	0.1%	128
2021 Q3	$637K	Sell	13,833 -9,984	-42%	-$484K	0.09%	144
2021 Q2	$1.09M	Hold	23,817	–	–	0.15%	99
2021 Q1	$1.07M	Sell	23,817 -15,650	-40%	-$707K	0.16%	98
2020 Q4	$1.87M	Buy	39,467 +40	+0.1%	+$1.78K	0.29%	49
2020 Q3	$1.59M	Hold	39,427	–	–	0.25%	55
2020 Q2	$1.67M	Buy	39,427 +17,000	+76%	+$718K	0.23%	52
2020 Q1	$913K	Hold	22,427	–	–	0.15%	87
2019 Q4	$1.05M	Hold	22,427	–	–	0.12%	101
2019 Q3	$1M	Sell	22,427 -172	-0.8%	-$7.38K	0.12%	96
2019 Q2	$935K	Hold	22,599	–	–	0.12%	96
2019 Q1	$824K	Hold	22,599	–	–	0.11%	105
2018 Q4	$795K	Hold	22,599	–	–	0.12%	95
2018 Q3	$834K	Hold	22,599	–	–	0.12%	94
2018 Q2	$795K	Hold	22,599	–	–	0.12%	96
2018 Q1	$770K	Hold	22,599	–	–	0.12%	93
2017 Q4	$887K	Hold	22,599	–	–	0.13%	82
2017 Q3	$750K	Hold	22,599	–	–	0.12%	90
2017 Q2	$753K	Hold	22,599	–	–	0.12%	91
2017 Q1	$727K	Hold	22,599	–	–	0.12%	94
2016 Q4	$679K	Buy	22,599 +1,870	+9%	+$55.8K	0.1%	100
2016 Q3	$632K	Hold	20,729	–	–	0.1%	99
2016 Q2	$739K	Hold	20,729	–	–	0.11%	92
2016 Q1	$660K	Hold	20,729	–	–	0.09%	95
2015 Q4	$618K	Hold	20,729	–	–	0.09%	98
2015 Q3	$549K	Hold	20,729	–	–	0.09%	95
2015 Q2	$508K	Hold	20,729	–	–	0.08%	113
2015 Q1	$546K	Hold	20,729	–	–	0.09%	103
2014 Q4	$553K	Sell	20,729 -30	-0.1%	-$771	0.07%	134
2014 Q3	$488K	Buy	20,759 +46	+0.2%	+$1.12K	0.07%	141
2014 Q2	$543K	Hold	20,713	–	–	0.07%	139
2014 Q1	$519K	Hold	20,713	–	–	0.08%	137
2013 Q4	$489K	Hold	20,713	–	–	0.08%	151
2013 Q3	$512K	Sell	20,713 -85	-0.4%	-$2.17K	0.09%	126
2013 Q2	$521K	Buy	+20,798	New	+$528K	0.1%	110

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

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

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Manchester Capital Management's WTRG Position: Q2 2026 in Review

Manchester Capital Management increased its Essential Utilities (WTRG) stake by 0.58% in Q2 2026, buying an estimated $687 and bringing the position to 3,122 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #360.

Manchester Capital Management first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.87M in Q4 2020. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Manchester Capital Management held 3,122 shares of Essential Utilities worth $120K as of Q2 2026.
Manchester Capital Management bought 18 Essential Utilities shares in Q2 2026, an estimated $687.
Essential Utilities made up 0.02% of Manchester Capital Management's portfolio in Q2 2026, its #360 holding.
Manchester Capital Management first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
Manchester Capital Management's Essential Utilities position peaked at $1.87M in Q4 2020.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.