NAM
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NorthCrest Asset Manangement’s Essential Utilities WTRG Stock Holding History

NorthCrest Asset Manangement’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 		$322K Buy
+8,359
New +$319K 0.01% 717

Other funds holding WTRG

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement's WTRG Position: Q2 2026 in Review

NorthCrest Asset Manangement opened a new position in Essential Utilities (WTRG) in Q2 2026: 8,359 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings.

77 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • NorthCrest Asset Manangement held 8,359 shares of Essential Utilities worth $322K as of Q2 2026.
  • Essential Utilities was a new NorthCrest Asset Manangement position in Q2 2026.
  • Essential Utilities made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #717 holding.
  • 77 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.