MEG
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Millstone Evans Group’s Essential Utilities WTRG Stock Holding History

Millstone Evans Group’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 Hold
14
– – ﹤0.01% 848
2026
Q1 		$564 Hold
14
– – ﹤0.01% 827
2025
Q4 		$537 Hold
14
– – ﹤0.01% 831
2025
Q3 		$559 Hold
14
– – ﹤0.01% 812
2025
Q2 		$520 Hold
14
– – ﹤0.01% 740
2025
Q1 		$553 Hold
14
– – ﹤0.01% 767
2024
Q4 		$508 Buy
+14
New +$543 ﹤0.01% 712

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 $3.37T AUM 44.26% 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

Millstone Evans Group's WTRG Position: Q2 2026 in Review

Millstone Evans Group held its Essential Utilities (WTRG) position steady in Q2 2026 at 14 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Millstone Evans Group first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $564 in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Millstone Evans Group held 14 shares of Essential Utilities worth $536 as of Q2 2026.
  • Millstone Evans Group left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #848 holding.
  • Millstone Evans Group first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Essential Utilities position peaked at $564 in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.