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Orion Capital Management’s Essential Utilities WTRG Stock Holding History

Orion 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 		$43.1K Hold
1,125
– – 0.01% 302
2026
Q1 		$45.3K Hold
1,125
– – 0.02% 269
2025
Q4 		$43.2K Hold
1,125
– – 0.01% 283
2025
Q3 		$44.9K Hold
1,125
– – 0.02% 278
2025
Q2 		$41.8K Hold
1,125
– – 0.02% 257
2025
Q1 		$44.5K Hold
1,125
– – 0.02% 253
2024
Q4 		$40.9K Buy
+1,125
New +$43.7K 0.02% 255
2024
Q3 		– Sell
-1,125
Closed -$42K – 424
2024
Q2 		$42K Hold
1,125
– – 0.02% 251
2024
Q1 		$41.7K Hold
1,125
– – 0.02% 262
2023
Q4 		$42K Hold
1,125
– – 0.02% 265
2023
Q3 		$38.6K Buy
+1,125
New +$43.6K 0.03% 252
2023
Q2 		– Sell
-1,125
Closed -$49.1K – 428
2023
Q1 		$49.1K Buy
+1,125
New +$50.8K 0.03% 222

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 $413B AUM 44.57% 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

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

Orion Capital Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 1,125 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #302.

Orion Capital Management first reported a position in WTRG in Q1 2023 and has held it in 12 quarters since. The position peaked at $49.1K in Q1 2023. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Orion Capital Management held 1,125 shares of Essential Utilities worth $43.1K as of Q2 2026.
  • Orion Capital Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #302 holding.
  • Orion Capital Management first reported a position in Essential Utilities in Q1 2023 and has held it in 12 quarters since.
  • Orion Capital Management's Essential Utilities position peaked at $49.1K in Q1 2023.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.