Morgan Stanley’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $126M | Buy |
3,276,730
+57,681
| +2% | +$2.2M | 0.01% | 1380 |
|
|
2026
Q1 | $130M | Sell |
3,219,049
-201,221
| -6% | -$7.92M | 0.01% | 1228 |
|
|
2025
Q4 | $131M | Sell |
3,420,270
-247,646
| -7% | -$9.74M | 0.01% | 1217 |
|
|
2025
Q3 | $146M | Buy |
3,667,916
+347,474
| +10% | +$13.2M | 0.01% | 1114 |
|
|
2025
Q2 | $123M | Buy |
3,320,442
+78,671
| +2% | +$3.06M | 0.01% | 1165 |
|
|
2025
Q1 | $128M | Sell |
3,241,771
-14,715
| -0.5% | -$540K | 0.01% | 1079 |
|
|
2024
Q4 | $118M | Sell |
3,256,486
-8,507
| -0.3% | -$330K | 0.01% | 1138 |
|
|
2024
Q3 | $126M | Buy |
3,264,993
+92,461
| +3% | +$3.63M | 0.01% | 1071 |
|
|
2024
Q2 | $118M | Sell |
3,172,532
-57,431
| -2% | -$2.13M | 0.01% | 1074 |
|
|
2024
Q1 | $120M | Sell |
3,229,963
-474,993
| -13% | -$17.2M | 0.01% | 1066 |
|
|
2023
Q4 | $138M | Buy |
3,704,956
+1,492,222
| +67% | +$52.1M | 0.01% | 962 |
|
|
2023
Q3 | $76M | Buy |
2,212,734
+207,754
| +10% | +$8.05M | 0.01% | 1248 |
|
|
2023
Q2 | $80M | Sell |
2,004,980
-69,659
| -3% | -$2.92M | 0.01% | 1229 |
|
|
2023
Q1 | $90.6M | Buy |
2,074,639
+64,272
| +3% | +$2.9M | 0.01% | 1117 |
|
|
2022
Q4 | $96M | Buy |
2,010,367
+507,479
| +34% | +$23M | 0.01% | 1055 |
|
|
2022
Q3 | $62.2M | Sell |
1,502,888
-195,703
| -12% | -$9.48M | 0.01% | 1162 |
|
|
2022
Q2 | $77.9M | Buy |
1,698,591
+797,552
| +89% | +$37M | 0.01% | 1079 |
|
|
2022
Q1 | $46.1M | Buy |
901,039
+49,355
| +6% | +$2.38M | 0.01% | 1357 |
|
|
2021
Q4 | $45.7M | Sell |
851,684
-592,527
| -41% | -$28.8M | 0.01% | 1399 |
|
|
2021
Q3 | $66.5M | Buy |
1,444,211
+166,585
| +13% | +$8.07M | 0.01% | 1101 |
|
|
2021
Q2 | $58.4M | Sell |
1,277,626
-195,216
| -13% | -$9.16M | 0.01% | 1201 |
|
|
2021
Q1 | $65.9M | Sell |
1,472,842
-834,650
| -36% | -$37.7M | 0.01% | 987 |
|
|
2020
Q4 | $109M | Buy |
2,307,492
+84,818
| +4% | +$3.77M | 0.02% | 683 |
|
|
2020
Q3 | $89.5M | Buy |
2,222,674
+626,315
| +39% | +$26.9M | 0.02% | 631 |
|
|
2020
Q2 | $67.4M | Sell |
1,596,359
-54,969
| -3% | -$2.32M | 0.01% | 706 |
|
|
2020
Q1 | $67.2M | Sell |
1,651,328
-135,102
| -8% | -$6.37M | 0.02% | 620 |
|
|
2019
Q4 | $83.9M | Buy |
1,786,430
+35,178
| +2% | +$1.58M | 0.02% | 676 |
|
|
2019
Q3 | $78.5M | Buy |
1,751,252
+268,510
| +18% | +$11.5M | 0.02% | 648 |
|
|
2019
Q2 | $61.3M | Buy |
1,482,742
+680,725
| +85% | +$26.5M | 0.02% | 753 |
|
|
2019
Q1 | $29.2M | Sell |
802,017
-5,341
| -0.7% | -$188K | 0.01% | 1169 |
|
|
2018
Q4 | $27.6M | Sell |
807,358
-14,570
| -2% | -$505K | 0.01% | 1194 |
|
|
2018
Q3 | $30.3M | Sell |
821,928
-27,351
| -3% | -$1.01M | 0.01% | 1317 |
|
|
2018
Q2 | $29.9M | Sell |
849,279
-147,446
| -15% | -$5.05M | 0.01% | 1269 |
|
|
2018
Q1 | $33.9M | Sell |
996,725
-47,125
| -5% | -$1.64M | 0.01% | 1205 |
|
|
2017
Q4 | $40.9M | Sell |
1,043,850
-62,233
| -6% | -$2.27M | 0.01% | 1088 |
|
|
2017
Q3 | $36.7M | Buy |
1,106,083
+134,844
| +14% | +$4.52M | 0.01% | 1102 |
|
|
2017
Q2 | $32.3M | Sell |
971,239
-90,711
| -9% | -$2.97M | 0.01% | 1163 |
|
|
2017
Q1 | $34.1M | Buy |
1,061,950
+99,258
| +10% | +$3.05M | 0.01% | 1148 |
|
|
2016
Q4 | $28.9M | Buy |
962,692
+27,691
| +3% | +$826K | 0.01% | 1227 |
|
|
2016
Q3 | $28.5M | Buy |
935,001
+10,790
| +1% | +$350K | 0.01% | 1194 |
|
|
2016
Q2 | $33M | Buy |
924,211
+111,138
| +14% | +$3.62M | 0.01% | 1054 |
|
|
2016
Q1 | $25.9M | Sell |
813,073
-115,132
| -12% | -$3.56M | 0.01% | 1162 |
|
|
2015
Q4 | $27.7M | Buy |
928,205
+20,457
| +2% | +$589K | 0.01% | 1173 |
|
|
2015
Q3 | $24M | Sell |
907,748
-169,064
| -16% | -$4.33M | 0.01% | 1238 |
|
|
2015
Q2 | $26.4M | Buy |
1,076,812
+109,605
| +11% | +$2.88M | 0.01% | 1272 |
|
|
2015
Q1 | $25.5M | Sell |
967,207
-75,002
| -7% | -$2M | 0.01% | 1269 |
|
|
2014
Q4 | $27.8M | Buy |
1,042,209
+88,743
| +9% | +$2.28M | 0.01% | 1214 |
|
|
2014
Q3 | $22.4M | Sell |
953,466
-79,642
| -8% | -$1.95M | 0.01% | 1348 |
|
|
2014
Q2 | $27.1M | Buy |
1,033,108
+175,722
| +20% | +$4.42M | 0.01% | 1189 |
|
|
2014
Q1 | $21.5M | Sell |
857,386
-295,652
| -26% | -$7.14M | 0.01% | 1308 |
|
|
2013
Q4 | $27.2M | Buy |
1,153,038
+484,379
| +72% | +$11.8M | 0.01% | 1125 |
|
|
2013
Q3 | $16.5M | Sell |
668,659
-95,227
| -12% | -$2.43M | 0.01% | 1373 |
|
|
2013
Q2 | $19.1M | Buy |
+763,886
| New | +$19.4M | 0.01% | 1214 |
|
Other funds holding WTRG
AA
Morgan Stanley's WTRG Position: Q2 2026 in Review
Morgan Stanley increased its Essential Utilities (WTRG) stake by 1.8% in Q2 2026, buying an estimated $2.2M and bringing the position to 3,276,730 shares worth $126M. The position accounts for 0.01% of the portfolio, ranked #1380.
Morgan Stanley first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $146M in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Morgan Stanley held 3,276,730 shares of Essential Utilities worth $126M as of Q2 2026.
- Morgan Stanley bought 57,681 Essential Utilities shares in Q2 2026, an estimated $2.2M.
- Essential Utilities made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1380 holding.
- Morgan Stanley first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- Morgan Stanley's Essential Utilities position peaked at $146M in Q3 2025.
- 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.