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Mitchell Sinkler & Starr’s Essential Utilities WTRG Stock Holding History

Mitchell Sinkler & Starr’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 		$467K Buy
12,177
+265
+2% +$10.1K 0.19% 107
2026
Q1 		$480K Sell
11,912
-125
-1% -$4.92K 0.22% 98
2025
Q4 		$462K Sell
12,037
-787
-6% -$31K 0.21% 96
2025
Q3 		$512K Sell
12,824
-343
-3% -$13.1K 0.23% 91
2025
Q2 		$489K Sell
13,167
-731
-5% -$28.5K 0.23% 93
2025
Q1 		$549K Sell
13,898
-480
-3% -$17.6K 0.15% 97
2024
Q4 		$522K Sell
14,378
-1,140
-7% -$44.2K 0.14% 100
2024
Q3 		$599K Buy
15,518
+295
+2% +$11.6K 0.15% 95
2024
Q2 		$623K Sell
15,223
-3,479
-19% -$129K 0.16% 90
2024
Q1 		$693K Sell
18,702
-20,368
-52% -$739K 0.17% 90
2023
Q4 		$1.46M Buy
39,070
+6,726
+21% +$235K 0.27% 76
2023
Q3 		$1.11M Buy
32,344
+10,158
+46% +$394K 0.34% 56
2023
Q2 		$885K Sell
22,186
-255
-1% -$10.7K 0.25% 72
2023
Q1 		$980K Buy
22,441
+2,861
+15% +$129K 0.29% 67
2022
Q4 		$935K Buy
19,580
+1,700
+10% +$77K 0.3% 66
2022
Q3 		$740K Buy
17,880
+2,630
+17% +$127K 0.29% 65
2022
Q2 		$699K Hold
15,250
– – 0.26% 65
2022
Q1 		$780K Buy
15,250
+812
+6% +$39.2K 0.24% 70
2021
Q4 		$775K Sell
14,438
-593
-4% -$28.8K 0.23% 72
2021
Q3 		$693K Sell
15,031
-1,579
-10% -$76.5K 0.63% 55
2021
Q2 		$759K Sell
16,610
-324
-2% -$15.2K 0.69% 55
2021
Q1 		$758K Sell
16,934
-665
-4% -$30K 0.73% 52
2020
Q4 		$832K Buy
17,599
+722
+4% +$32.1K 0.79% 47
2020
Q3 		$679K Buy
16,877
+160
+1% +$6.87K 0.69% 48
2020
Q2 		$706K Hold
16,717
– – 0.8% 41
2020
Q1 		$680K Sell
16,717
-225
-1% -$10.6K 0.89% 40
2019
Q4 		$795K Buy
16,942
+350
+2% +$15.8K 0.84% 42
2019
Q3 		$744K Buy
16,592
+230
+1% +$9.87K 0.95% 39
2019
Q2 		$677K Sell
16,362
-1,800
-10% -$70K 0.77% 47
2019
Q1 		$662K Sell
18,162
-823
-4% -$29K 0.76% 49
2018
Q4 		$649K Sell
18,985
-875
-4% -$30.3K 0.8% 47
2018
Q3 		$733K Sell
19,860
-2,000
-9% -$74K 0.77% 46
2018
Q2 		$769K Sell
21,860
-6,157
-22% -$211K 0.85% 46
2018
Q1 		$954K Sell
28,017
-7,887
-22% -$275K 1.09% 36
2017
Q4 		$1.41M Hold
35,904
– – 2.09% 14
2017
Q3 		$1.19M Hold
35,904
– – 1.87% 18
2017
Q2 		$1.2M Sell
35,904
-2,500
-7% -$82K 1.96% 16
2017
Q1 		$1.24M Sell
38,404
-13,875
-27% -$426K 2.01% 16
2016
Q4 		$1.57M Sell
52,279
-2,500
-5% -$74.6K 2.2% 11
2016
Q3 		$1.67M Sell
54,779
-750
-1% -$24.3K 2.62% 8
2016
Q2 		$1.98M Sell
55,529
-718
-1% -$23.4K 2.7% 8
2016
Q1 		$1.79M Sell
56,247
-1,325
-2% -$41K 2.47% 9
2015
Q4 		$1.72M Sell
57,572
-15,625
-21% -$450K 2.34% 10
2015
Q3 		$1.94M Hold
73,197
– – 2.5% 6
2015
Q2 		$1.79M Sell
73,197
-3,062
-4% -$80.3K 2.12% 14
2015
Q1 		$2.01M Sell
76,259
-6,074
-7% -$162K 2.26% 11
2014
Q4 		$2.2M Hold
82,333
– – 2.46% 8
2014
Q3 		$1.94M Sell
82,333
-4,450
-5% -$109K 2.16% 11
2014
Q2 		$2.27M Hold
86,783
– – 2.44% 9
2014
Q1 		$2.18M Sell
86,783
-5,203
-6% -$126K 2.43% 12
2013
Q4 		$2.17M Sell
91,986
-7,757
-8% -$189K 2.44% 11
2013
Q3 		$2.47M Sell
99,743
-42,920
-30% -$1.09M 2.83% 6
2013
Q2 		$3.57M Buy
+142,663
New +$3.62M 0.78% 40

Other funds holding WTRG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Mitchell Sinkler & Starr's WTRG Position: Q2 2026 in Review

Mitchell Sinkler & Starr increased its Essential Utilities (WTRG) stake by 2.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 12,177 shares worth $467K. The position accounts for 0.19% of the portfolio, ranked #107.

Mitchell Sinkler & Starr first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.57M in Q2 2013. 158 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Mitchell Sinkler & Starr held 12,177 shares of Essential Utilities worth $467K as of Q2 2026.
  • Mitchell Sinkler & Starr bought 265 Essential Utilities shares in Q2 2026, an estimated $10.1K.
  • Essential Utilities made up 0.19% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #107 holding.
  • Mitchell Sinkler & Starr first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
  • Mitchell Sinkler & Starr's Essential Utilities position peaked at $3.57M in Q2 2013.
  • 158 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.