RI
WTRG icon

Ridgewood Investments’s Essential Utilities WTRG Stock Holding History

Ridgewood Investments’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 		$801K Buy
20,920
+10,254
+96% +$392K 0.3% 112
2026
Q1 		$430K Buy
+10,666
New +$420K 0.18% 149
2025
Q1 		– Sell
-63
Closed -$2.29K – 751
2024
Q4 		$2.29K Hold
63
– – ﹤0.01% 640
2024
Q3 		$2.43K Hold
63
– – ﹤0.01% 649
2024
Q2 		$2.35K Buy
+63
New +$2.34K ﹤0.01% 658
2023
Q3 		– Sell
-63
Closed -$2.51K – 787
2023
Q2 		$2.51K Hold
63
– – ﹤0.01% 672
2023
Q1 		$2.75K Buy
+63
New +$2.84K ﹤0.01% 663

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ridgewood Investments's WTRG Position: Q2 2026 in Review

Ridgewood Investments increased its Essential Utilities (WTRG) stake by 96% in Q2 2026, buying an estimated $392K and bringing the position to 20,920 shares worth $801K. The position accounts for 0.3% of the portfolio, ranked #112.

Ridgewood Investments first reported a position in WTRG in Q1 2023 and has held it in 7 quarters since. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Ridgewood Investments held 20,920 shares of Essential Utilities worth $801K as of Q2 2026.
  • Ridgewood Investments bought 10,254 Essential Utilities shares in Q2 2026, an estimated $392K.
  • Essential Utilities made up 0.3% of Ridgewood Investments's portfolio in Q2 2026, its #112 holding.
  • Ridgewood Investments first reported a position in Essential Utilities in Q1 2023 and has held it in 7 quarters since.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.