Matthew Hamilton Rosenberg’s Essential Utilities WTRG Stock Holding History

Matthew Hamilton Rosenberg’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	$36.3K	Hold	947	–	–	0.01%	479
2026 Q1	$38.1K	Hold	947	–	–	0.01%	463
2025 Q4	$36.3K	Buy	947 +944	+31,467%	+$37.1K	0.01%	463
2025 Q3	$120	Sell	3 -52	-95%	-$1.98K	﹤0.01%	801
2025 Q2	$2.04K	Buy	55 +52	+1,733%	+$2.02K	﹤0.01%	778
2025 Q1	$119	Buy	+3	New	+$110	﹤0.01%	815
2024 Q4	–	Sell	-180	Closed	-$6.94K	–	870
2024 Q3	$6.94K	Hold	180	–	–	﹤0.01%	660
2024 Q2	$6.68K	Sell	180 -1,000	-85%	-$37.1K	﹤0.01%	630
2024 Q1	$43.4K	Sell	1,180 -500	-30%	-$18.1K	0.01%	443
2023 Q4	$62.7K	Sell	1,680 -400	-19%	-$14K	0.02%	391
2023 Q3	$71.4K	Buy	2,080 +500	+32%	+$19.4K	0.02%	350
2023 Q2	$63.1K	Hold	1,580	–	–	0.02%	388
2023 Q1	$69K	Sell	1,580 -320	-17%	-$14.4K	0.02%	393
2022 Q4	$90.7K	Hold	1,900	–	–	0.03%	330
2022 Q3	$79K	Hold	1,900	–	–	0.03%	336
2022 Q2	$90K	Hold	1,900	–	–	0.03%	319
2022 Q1	$97K	Hold	1,900	–	–	0.03%	314
2021 Q4	$102K	Hold	1,900	–	–	0.04%	295
2021 Q3	$88K	Hold	1,900	–	–	0.03%	302
2021 Q2	$87K	Hold	1,900	–	–	0.05%	284
2021 Q1	$85K	Hold	1,900	–	–	0.05%	277
2020 Q4	$90K	Hold	1,900	–	–	0.06%	241
2020 Q3	$76K	Hold	1,900	–	–	0.06%	248
2020 Q2	$80K	Hold	1,900	–	–	0.06%	238
2020 Q1	$78K	Buy	+1,900	New	+$89.7K	0.08%	176

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

Matthew Hamilton Rosenberg's WTRG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Essential Utilities (WTRG) position steady in Q2 2026 at 947 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #479.

Matthew Hamilton Rosenberg first reported a position in WTRG in Q1 2020 and has held it in 25 quarters since. The position peaked at $102K in Q4 2021. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Matthew Hamilton Rosenberg held 947 shares of Essential Utilities worth $36.3K as of Q2 2026.
Matthew Hamilton Rosenberg left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #479 holding.
Matthew Hamilton Rosenberg first reported a position in Essential Utilities in Q1 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's Essential Utilities position peaked at $102K in Q4 2021.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.