Prelude Capital Management’s Essential Utilities WTRG Stock Holding History

Prelude 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	$2.13M	Buy	55,698 +17,590	+46%	+$672K	0.16%	163
2026 Q1	$1.53M	Buy	38,108 +14,736	+63%	+$580K	0.12%	210
2025 Q4	$897K	Buy	+23,372	New	+$920K	0.07%	344
2025 Q3	–	Sell	-21,690	Closed	-$806K	–	1417
2025 Q2	$806K	Buy	21,690 +12,780	+143%	+$498K	0.08%	308
2025 Q1	$352K	Sell	8,910 -7,380	-45%	-$271K	0.03%	632
2024 Q4	$592K	Sell	16,290 -2,940	-15%	-$114K	0.04%	538
2024 Q3	$742K	Buy	+19,230	New	+$756K	0.04%	474
2022 Q4	–	Sell	-5,398	Closed	-$223K	–	1649
2022 Q3	$223K	Buy	+5,398	New	+$262K	0.01%	1029
2022 Q1	–	Sell	-6,003	Closed	-$322K	–	2286
2021 Q4	$322K	Buy	+6,003	New	+$291K	0.01%	1272
2021 Q3	–	Sell	-7,244	Closed	-$331K	–	2057
2021 Q2	$331K	Buy	+7,244	New	+$340K	0.01%	1155
2020 Q4	–	Sell	-131	Closed	-$5K	–	2070
2020 Q3	$5K	Sell	131 -454	-78%	-$19.5K	﹤0.01%	1572
2020 Q2	$25K	Sell	585 -1,861	-76%	-$78.6K	﹤0.01%	1338
2020 Q1	$100K	Buy	+2,446	New	+$115K	0.01%	590
2014 Q3	–	Sell	-760	Closed	-$20K	–	2168
2014 Q2	$20K	Buy	+760	New	+$19.1K	﹤0.01%	1718

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Prelude Capital Management increased its Essential Utilities (WTRG) stake by 46% in Q2 2026, buying an estimated $672K and bringing the position to 55,698 shares worth $2.13M. The position accounts for 0.16% of the portfolio, ranked #163.

Prelude Capital Management first reported a position in WTRG in Q2 2014 and has held it in 14 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Prelude Capital Management held 55,698 shares of Essential Utilities worth $2.13M as of Q2 2026.
Prelude Capital Management bought 17,590 Essential Utilities shares in Q2 2026, an estimated $672K.
Essential Utilities made up 0.16% of Prelude Capital Management's portfolio in Q2 2026, its #163 holding.
Prelude Capital Management first reported a position in Essential Utilities in Q2 2014 and has held it in 14 quarters since.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.