NI
WTRG icon

Nuance Investments’s Essential Utilities WTRG Stock Holding History

Nuance Investments’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 		$9.15M Buy
238,896
+44,096
+23% +$1.68M 1.56% 19
2026
Q1 		$7.84M Buy
194,800
+68,765
+55% +$2.71M 1.09% 22
2025
Q4 		$4.83M Buy
+126,035
New +$4.96M 0.53% 38
2024
Q1 		– Sell
-630,141
Closed -$23.5M – 58
2023
Q4 		$23.5M Buy
630,141
+1,841
+0.3% +$64.3K 0.54% 40
2023
Q3 		$21.6M Buy
+628,300
New +$24.3M 0.53% 38
2023
Q1 		– Sell
-281,329
Closed -$13.4M – 58
2022
Q4 		$13.4M Sell
281,329
-30,976
-10% -$1.4M 0.28% 41
2022
Q3 		$12.9M Sell
312,305
-3,076
-1% -$149K 0.29% 40
2022
Q2 		$14.5M Sell
315,381
-128,139
-29% -$5.95M 0.29% 37
2022
Q1 		$22.7M Sell
443,520
-140,148
-24% -$6.76M 0.41% 37
2021
Q4 		$31.3M Sell
583,668
-1,056,157
-64% -$51.3M 0.55% 36
2021
Q3 		$75.6M Sell
1,639,825
-1,269,200
-44% -$61.5M 1.38% 22
2021
Q2 		$133M Buy
2,909,025
+23,520
+0.8% +$1.1M 2.37% 16
2021
Q1 		$129M Buy
2,885,505
+864,777
+43% +$39M 2.41% 16
2020
Q4 		$95.6M Buy
2,020,728
+2,459
+0.1% +$109K 1.84% 20
2020
Q3 		$81.2M Buy
2,018,269
+171,006
+9% +$7.35M 1.91% 17
2020
Q2 		$78M Buy
1,847,263
+604,573
+49% +$25.5M 2.02% 17
2020
Q1 		$50.6M Buy
1,242,690
+330,963
+36% +$15.6M 1.75% 21
2019
Q4 		$42.9M Sell
911,727
-5,699
-0.6% -$257K 1.4% 27
2019
Q3 		$41.1M Sell
917,426
-232,459
-20% -$9.98M 1.55% 24
2019
Q2 		$47.6M Buy
1,149,885
+941,899
+453% +$36.6M 2.01% 21
2019
Q1 		$7.58M Buy
207,986
+44,788
+27% +$1.58M 0.39% 39
2018
Q4 		$5.58M Buy
+163,198
New +$5.66M 0.38% 42

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 $3.37T AUM 44.26% 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
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Nuance Investments's WTRG Position: Q2 2026 in Review

Nuance Investments increased its Essential Utilities (WTRG) stake by 23% in Q2 2026, buying an estimated $1.68M and bringing the position to 238,896 shares worth $9.15M. The position accounts for 1.56% of the portfolio, ranked #19.

Nuance Investments first reported a position in WTRG in Q4 2018 and has held it in 22 quarters since. The position peaked at $133M in Q2 2021. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Nuance Investments held 238,896 shares of Essential Utilities worth $9.15M as of Q2 2026.
  • Nuance Investments bought 44,096 Essential Utilities shares in Q2 2026, an estimated $1.68M.
  • Essential Utilities made up 1.56% of Nuance Investments's portfolio in Q2 2026, its #19 holding.
  • Nuance Investments first reported a position in Essential Utilities in Q4 2018 and has held it in 22 quarters since.
  • Nuance Investments's Essential Utilities position peaked at $133M in Q2 2021.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Nuance Investments's 13F filing for Q2 2026, filed 7 Aug 2026.