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Romano Brothers & Co’s Essential Utilities WTRG Stock Holding History

Romano Brothers & Co’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 		$253K Sell
6,591
-50
-0.8% -$1.91K 0.03% 306
2026
Q1 		$267K Buy
6,641
+711
+12% +$28K 0.03% 296
2025
Q4 		$227K Buy
5,930
+2
+0% +$79 0.03% 302
2025
Q3 		$237K Buy
+5,928
New +$226K 0.03% 302
2023
Q1 		– Sell
-806
Closed -$38.5K – 990
2022
Q4 		$38.5K Buy
+806
New +$36.5K 0.01% 510

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

Romano Brothers & Co's WTRG Position: Q2 2026 in Review

Romano Brothers & Co reduced its Essential Utilities (WTRG) stake by 0.75% in Q2 2026, selling an estimated $1.91K and leaving 6,591 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #306.

Romano Brothers & Co first reported a position in WTRG in Q4 2022 and has held it in 5 quarters since. The position peaked at $267K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Romano Brothers & Co held 6,591 shares of Essential Utilities worth $253K as of Q2 2026.
  • Romano Brothers & Co sold 50 Essential Utilities shares in Q2 2026, an estimated $1.91K.
  • Essential Utilities made up 0.03% of Romano Brothers & Co's portfolio in Q2 2026, its #306 holding.
  • Romano Brothers & Co first reported a position in Essential Utilities in Q4 2022 and has held it in 5 quarters since.
  • Romano Brothers & Co's Essential Utilities position peaked at $267K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.