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QRG Capital Management’s Essential Utilities WTRG Stock Holding History

QRG 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 		$897K Buy
23,408
+537
+2% +$20.5K 0.01% 667
2026
Q1 		$921K Buy
22,871
+3,030
+15% +$119K 0.01% 588
2025
Q4 		$761K Buy
19,841
+1,173
+6% +$46.2K 0.01% 625
2025
Q3 		$745K Buy
18,668
+2,043
+12% +$77.9K 0.01% 599
2025
Q2 		$617K Buy
16,625
+1,998
+14% +$77.8K 0.01% 752
2025
Q1 		$578K Buy
14,627
+2,117
+17% +$77.8K 0.01% 717
2024
Q4 		$454K Sell
12,510
-1,491
-11% -$57.9K ﹤0.01% 791
2024
Q3 		$540K Buy
14,001
+1,999
+17% +$78.6K 0.01% 753
2024
Q2 		$448K Sell
12,002
-14
-0.1% -$519 0.01% 765
2024
Q1 		$445K Buy
12,016
+1,407
+13% +$51K 0.01% 777
2023
Q4 		$396K Buy
10,609
+629
+6% +$22K 0.01% 794
2023
Q3 		$343K Buy
+9,980
New +$387K 0.01% 765

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

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

QRG Capital Management increased its Essential Utilities (WTRG) stake by 2.3% in Q2 2026, buying an estimated $20.5K and bringing the position to 23,408 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #667.

QRG Capital Management first reported a position in WTRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $921K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • QRG Capital Management held 23,408 shares of Essential Utilities worth $897K as of Q2 2026.
  • QRG Capital Management bought 537 Essential Utilities shares in Q2 2026, an estimated $20.5K.
  • Essential Utilities made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #667 holding.
  • QRG Capital Management first reported a position in Essential Utilities in Q3 2023 and has held it in 12 quarters since.
  • QRG Capital Management's Essential Utilities position peaked at $921K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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