MV Capital Management’s Essential Utilities WTRG Stock Holding History

MV Capital Management’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	$1.03K	Buy	27 +6	+29%	+$229	﹤0.01%	907
2026 Q1	$846	Buy	21 +1	+5%	+$39	﹤0.01%	893
2025 Q4	$768	Hold	20	–	–	﹤0.01%	869
2025 Q3	$798	Buy	20 +7	+54%	+$267	﹤0.01%	817
2025 Q2	$483	Buy	13 +1	+8%	+$39	﹤0.01%	853
2025 Q1	$475	Sell	12 -4	-25%	-$147	﹤0.01%	827
2024 Q4	$582	Buy	16 +4	+33%	+$155	﹤0.01%	795
2024 Q3	$463	Hold	12	–	–	﹤0.01%	812
2024 Q2	$448	Sell	12 -20	-63%	-$742	﹤0.01%	737
2024 Q1	$1.19K	Buy	32 +20	+167%	+$725	﹤0.01%	679
2023 Q4	$449	Buy	+12	New	+$419	﹤0.01%	683
2017 Q1	–	Sell	-146	Closed	-$4K	–	384
2016 Q4	$4K	Hold	146	–	–	﹤0.01%	302
2016 Q3	$4K	Hold	146	–	–	﹤0.01%	296
2016 Q2	$5K	Hold	146	–	–	﹤0.01%	279
2016 Q1	$5K	Hold	146	–	–	﹤0.01%	263
2015 Q4	$4K	Hold	146	–	–	﹤0.01%	284
2015 Q3	$4K	Sell	146 -145	-50%	-$3.71K	﹤0.01%	276
2015 Q2	$7K	Buy	+291	New	+$7.63K	﹤0.01%	338

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 $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

MV Capital Management's WTRG Position: Q2 2026 in Review

MV Capital Management increased its Essential Utilities (WTRG) stake by 29% in Q2 2026, buying an estimated $229 and bringing the position to 27 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

MV Capital Management first reported a position in WTRG in Q2 2015 and has held it in 18 quarters since. The position peaked at $7K in Q2 2015. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

MV Capital Management held 27 shares of Essential Utilities worth $1.03K as of Q2 2026.
MV Capital Management bought 6 Essential Utilities shares in Q2 2026, an estimated $229.
Essential Utilities made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #907 holding.
MV Capital Management first reported a position in Essential Utilities in Q2 2015 and has held it in 18 quarters since.
MV Capital Management's Essential Utilities position peaked at $7K in Q2 2015.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.