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WTRG icon

&Partners’s Essential Utilities WTRG Stock Holding History

&Partners’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 		$424K Sell
11,061
-163
-1% -$6.22K ﹤0.01% 1931
2026
Q1 		$452K Sell
11,224
-519
-4% -$20.4K ﹤0.01% 1753
2025
Q4 		$450K Sell
11,743
-3,680
-24% -$145K ﹤0.01% 1673
2025
Q3 		$615K Buy
15,423
+8,793
+133% +$335K ﹤0.01% 1334
2025
Q2 		$247K Buy
+6,630
New +$258K ﹤0.01% 1723

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

&Partners's WTRG Position: Q2 2026 in Review

&Partners reduced its Essential Utilities (WTRG) stake by 1.5% in Q2 2026, selling an estimated $6.22K and leaving 11,061 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

&Partners first reported a position in WTRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $615K in Q3 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • &Partners held 11,061 shares of Essential Utilities worth $424K as of Q2 2026.
  • &Partners sold 163 Essential Utilities shares in Q2 2026, an estimated $6.22K.
  • Essential Utilities made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1931 holding.
  • &Partners first reported a position in Essential Utilities in Q2 2025 and has held it in 5 quarters since.
  • &Partners's Essential Utilities position peaked at $615K in Q3 2025.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.