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Pallas Capital Advisors’s Essential Utilities WTRG Stock Holding History

Pallas Capital Advisors’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 		$222K Sell
5,807
-2,883
-33% -$110K 0.01% 860
2026
Q1 		$350K Buy
8,690
+982
+13% +$38.7K 0.01% 596
2025
Q4 		$296K Sell
7,708
-138
-2% -$5.43K 0.01% 682
2025
Q3 		$313K Buy
+7,846
New +$299K 0.01% 661

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

Pallas Capital Advisors's WTRG Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Essential Utilities (WTRG) stake by 33% in Q2 2026, selling an estimated $110K and leaving 5,807 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #860.

Pallas Capital Advisors first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Pallas Capital Advisors held 5,807 shares of Essential Utilities worth $222K as of Q2 2026.
  • Pallas Capital Advisors sold 2,883 Essential Utilities shares in Q2 2026, an estimated $110K.
  • Essential Utilities made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #860 holding.
  • Pallas Capital Advisors first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • Pallas Capital Advisors's Essential Utilities position peaked at $350K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.