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North Star Investment Management’s Essential Utilities WTRG Stock Holding History

North Star Investment 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 		$153 Hold
4
– – ﹤0.01% 1719
2026
Q1 		$161 Hold
4
– – ﹤0.01% 1684
2025
Q4 		$153 Hold
4
– – ﹤0.01% 1554
2025
Q3 		$160 Hold
4
– – ﹤0.01% 1296
2025
Q2 		$149 Buy
+4
New +$156 ﹤0.01% 1185

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 $3.38T AUM 44.17% 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
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

North Star Investment Management's WTRG Position: Q2 2026 in Review

North Star Investment Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 4 shares worth $153. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

North Star Investment Management first reported a position in WTRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $161 in Q1 2026. 703 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • North Star Investment Management held 4 shares of Essential Utilities worth $153 as of Q2 2026.
  • North Star Investment Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1719 holding.
  • North Star Investment Management first reported a position in Essential Utilities in Q2 2025 and has held it in 5 quarters since.
  • North Star Investment Management's Essential Utilities position peaked at $161 in Q1 2026.
  • 703 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.