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Raleigh Capital Management’s Essential Utilities WTRG Stock Holding History

Raleigh 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 		$38 Hold
1
– – ﹤0.01% 523
2026
Q1 		$40 Hold
1
– – ﹤0.01% 687
2025
Q4 		$38 Hold
1
– – ﹤0.01% 497
2025
Q3 		$39 Buy
+1
New +$38 ﹤0.01% 459

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Raleigh Capital Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 1 share worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Raleigh Capital Management first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $40 in Q1 2026. 139 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Raleigh Capital Management held 1 share of Essential Utilities worth $38 as of Q2 2026.
  • Raleigh Capital Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #523 holding.
  • Raleigh Capital Management first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • Raleigh Capital Management's Essential Utilities position peaked at $40 in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.