Maryland Capital Advisors’s Essential Utilities WTRG Stock Holding History

Maryland Capital Advisors’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	$77	Buy	+2	New	+$76	﹤0.01%	788
2024 Q2	–	Sell	-75	Closed	-$2.78K	–	254
2024 Q1	$2.78K	Sell	75 -75	-50%	-$2.72K	﹤0.01%	195
2023 Q4	$5.6K	Hold	150	–	–	﹤0.01%	181
2023 Q3	$5.15K	Hold	150	–	–	﹤0.01%	183
2023 Q2	$5.99K	Hold	150	–	–	﹤0.01%	186
2023 Q1	$6.55K	Hold	150	–	–	0.01%	188
2022 Q4	$7.16K	Hold	150	–	–	0.01%	188
2022 Q3	$6K	Hold	150	–	–	0.01%	193
2022 Q2	$7K	Buy	+150	New	+$6.97K	0.01%	188

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 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

Maryland Capital Advisors's WTRG Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Essential Utilities (WTRG) in Q2 2026: 2 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in WTRG as recently as Q1 2024.

Maryland Capital Advisors first reported a position in WTRG in Q2 2022 and has held it in 9 quarters since. The position peaked at $7.16K in Q4 2022. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Maryland Capital Advisors held 2 shares of Essential Utilities worth $77 as of Q2 2026.
Essential Utilities was a new Maryland Capital Advisors position in Q2 2026.
Essential Utilities made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #788 holding.
Maryland Capital Advisors first reported a position in Essential Utilities in Q2 2022 and has held it in 9 quarters since.
Maryland Capital Advisors's Essential Utilities position peaked at $7.16K in Q4 2022.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.