PIM
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Pullen Investment Management’s Essential Utilities WTRG Stock Holding History

Pullen Investment 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 		$497K Buy
12,962
+581
+5% +$22.2K 0.23% 86
2026
Q1 		$499K Buy
12,381
+620
+5% +$24.4K 0.25% 85
2025
Q4 		$451K Sell
11,761
-231
-2% -$9.09K 0.24% 84
2025
Q3 		$478K Sell
11,992
-147
-1% -$5.6K 0.26% 84
2025
Q2 		$451K Sell
12,139
-148
-1% -$5.76K 0.27% 85
2025
Q1 		$486K Buy
12,287
+2,138
+21% +$78.5K 0.31% 88
2024
Q4 		$369K Sell
10,149
-1,659
-14% -$64.4K 0.24% 95
2024
Q3 		$455K Sell
11,808
-38
-0.3% -$1.49K 0.33% 81
2024
Q2 		$442K Buy
11,846
+5,273
+80% +$196K 0.37% 80
2024
Q1 		$244K Buy
+6,573
New +$238K 0.21% 95

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 $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

Pullen Investment Management's WTRG Position: Q2 2026 in Review

Pullen Investment Management increased its Essential Utilities (WTRG) stake by 4.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 12,962 shares worth $497K. The position accounts for 0.23% of the portfolio, ranked #86.

Pullen Investment Management first reported a position in WTRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $499K in Q1 2026. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Pullen Investment Management held 12,962 shares of Essential Utilities worth $497K as of Q2 2026.
  • Pullen Investment Management bought 581 Essential Utilities shares in Q2 2026, an estimated $22.2K.
  • Essential Utilities made up 0.23% of Pullen Investment Management's portfolio in Q2 2026, its #86 holding.
  • Pullen Investment Management first reported a position in Essential Utilities in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Essential Utilities position peaked at $499K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.