Nuveen’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 | $26.2M | Sell |
683,783
-171,352
| -20% | -$6.54M | 0.01% | 1092 |
|
|
2026
Q1 | $34.4M | Buy |
855,135
+295,161
| +53% | +$11.6M | 0.01% | 829 |
|
|
2025
Q4 | $21.5M | Buy |
559,974
+18,475
| +3% | +$727K | 0.01% | 1103 |
|
|
2025
Q3 | $21.6M | Buy |
541,499
+3,792
| +0.7% | +$145K | 0.01% | 1104 |
|
|
2025
Q2 | $20M | Sell |
537,707
-108,019
| -17% | -$4.21M | 0.01% | 1098 |
|
|
2025
Q1 | $25.5M | Buy |
645,726
+50,491
| +8% | +$1.85M | 0.01% | 976 |
|
|
2024
Q4 | $21.6M | Sell |
595,235
-58,173
| -9% | -$2.26M | 0.01% | 1146 |
|
|
2024
Q3 | $25.2M | Buy |
653,408
+11,364
| +2% | +$447K | 0.01% | 1032 |
|
|
2024
Q2 | $24M | Sell |
642,044
-3,241
| -0.5% | -$120K | 0.01% | 1016 |
|
|
2024
Q1 | $23.9M | Sell |
645,285
-34,056
| -5% | -$1.23M | 0.01% | 1067 |
|
|
2023
Q4 | $25.4M | Sell |
679,341
-24,986
| -4% | -$872K | 0.01% | 997 |
|
|
2023
Q3 | $24.2M | Sell |
704,327
-205,080
| -23% | -$7.95M | 0.01% | 931 |
|
|
2023
Q2 | $36.3M | Buy |
909,407
+7,142
| +0.8% | +$300K | 0.01% | 716 |
|
|
2023
Q1 | $39.4M | Buy |
902,265
+55,679
| +7% | +$2.51M | 0.01% | 662 |
|
|
2022
Q4 | $40.4M | Sell |
846,586
-66,306
| -7% | -$3M | 0.02% | 622 |
|
|
2022
Q3 | $37.8M | Buy |
912,892
+35,858
| +4% | +$1.74M | 0.02% | 649 |
|
|
2022
Q2 | $40.2M | Buy |
877,034
+153,022
| +21% | +$7.11M | 0.02% | 638 |
|
|
2022
Q1 | $35.3M | Buy |
724,012
+135,131
| +23% | +$6.52M | 0.01% | 826 |
|
|
2021
Q4 | $31.6M | Buy |
588,881
+30,259
| +5% | +$1.47M | 0.01% | 956 |
|
|
2021
Q3 | $25.7M | Buy |
558,622
+116,601
| +26% | +$5.65M | 0.01% | 1099 |
|
|
2021
Q2 | $20.2M | Sell |
442,021
-116,490
| -21% | -$5.47M | 0.01% | 1355 |
|
|
2021
Q1 | $25M | Buy |
558,511
+82,249
| +17% | +$3.71M | 0.01% | 1152 |
|
|
2020
Q4 | $22.5M | Sell |
476,262
-183,901
| -28% | -$8.17M | 0.01% | 1187 |
|
|
2020
Q3 | $26.6M | Buy |
660,163
+174,073
| +36% | +$7.48M | 0.01% | 899 |
|
|
2020
Q2 | $20.5M | Buy |
486,090
+10,499
| +2% | +$443K | 0.01% | 1031 |
|
|
2020
Q1 | $19.4M | Buy |
475,591
+32,079
| +7% | +$1.51M | 0.01% | 923 |
|
|
2019
Q4 | $20.8M | Sell |
443,512
-35,056
| -7% | -$1.58M | 0.01% | 1138 |
|
|
2019
Q3 | $21.5M | Sell |
478,568
-40,233
| -8% | -$1.73M | 0.01% | 1089 |
|
|
2019
Q2 | $21.5M | Buy |
+518,801
| New | +$20.2M | 0.01% | 1108 |
|
|
2017
Q1 | – | Sell |
-67,790
| Closed | -$2.04M | – | 1486 |
|
|
2016
Q4 | $2.04M | Sell |
67,790
-3,730
| -5% | -$111K | 0.01% | 882 |
|
|
2016
Q3 | $2.18M | Hold |
71,520
| – | – | 0.01% | 753 |
|
|
2016
Q2 | $2.55M | Sell |
71,520
-427,794
| -86% | -$13.9M | 0.02% | 665 |
|
|
2016
Q1 | $15.9M | Buy |
499,314
+427,794
| +598% | +$13.2M | 0.08% | 256 |
|
|
2015
Q4 | $2.13M | Hold |
71,520
| – | – | 0.01% | 753 |
|
|
2015
Q3 | $1.89M | Hold |
71,520
| – | – | 0.01% | 779 |
|
|
2015
Q2 | $1.75M | Hold |
71,520
| – | – | 0.01% | 886 |
|
|
2015
Q1 | $1.89M | Hold |
71,520
| – | – | 0.01% | 873 |
|
|
2014
Q4 | $1.91M | Sell |
71,520
-120,356
| -63% | -$3.09M | 0.01% | 864 |
|
|
2014
Q3 | $4.51M | Buy |
191,876
+123,608
| +181% | +$3.02M | 0.03% | 572 |
|
|
2014
Q2 | $1.79M | Hold |
68,268
| – | – | 0.01% | 862 |
|
|
2014
Q1 | $1.71M | Sell |
68,268
-424,587
| -86% | -$10.3M | 0.01% | 872 |
|
|
2013
Q4 | $11.6M | Buy |
492,855
+162,511
| +49% | +$3.96M | 0.07% | 326 |
|
|
2013
Q3 | $8.17M | Buy |
330,344
+265,665
| +411% | +$6.77M | 0.05% | 415 |
|
|
2013
Q2 | $1.62M | Buy |
+64,679
| New | +$1.64M | 0.01% | 832 |
|
Other funds holding WTRG
AA
Nuveen's WTRG Position: Q2 2026 in Review
Nuveen reduced its Essential Utilities (WTRG) stake by 20% in Q2 2026, selling an estimated $6.54M and leaving 683,783 shares worth $26.2M. The position accounts for 0.01% of the portfolio, ranked #1092.
Nuveen first reported a position in WTRG in Q2 2013 and has held it in 44 quarters since. The position peaked at $40.4M in Q4 2022. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Nuveen held 683,783 shares of Essential Utilities worth $26.2M as of Q2 2026.
- Nuveen sold 171,352 Essential Utilities shares in Q2 2026, an estimated $6.54M.
- Essential Utilities made up 0.01% of Nuveen's portfolio in Q2 2026, its #1092 holding.
- Nuveen first reported a position in Essential Utilities in Q2 2013 and has held it in 44 quarters since.
- Nuveen's Essential Utilities position peaked at $40.4M in Q4 2022.
- 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.