RF
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Rossby Financial’s Essential Utilities WTRG Stock Holding History

Rossby Financial’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 		$11.6K Buy
302
+79
+35% +$3.02K ﹤0.01% 1134
2026
Q1 		$9.06K Buy
223
+132
+145% +$5.2K ﹤0.01% 1293
2025
Q4 		$3.5K Buy
91
+27
+42% +$1.06K ﹤0.01% 1215
2025
Q3 		$2.48K Buy
64
+46
+256% +$1.75K ﹤0.01% 1112
2025
Q2 		$669 Hold
18
– – ﹤0.01% 1172
2025
Q1 		$722 Buy
+18
New +$661 ﹤0.01% 1022

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

Rossby Financial's WTRG Position: Q2 2026 in Review

Rossby Financial increased its Essential Utilities (WTRG) stake by 35% in Q2 2026, buying an estimated $3.02K and bringing the position to 302 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Rossby Financial first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Rossby Financial held 302 shares of Essential Utilities worth $11.6K as of Q2 2026.
  • Rossby Financial bought 79 Essential Utilities shares in Q2 2026, an estimated $3.02K.
  • Essential Utilities made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1134 holding.
  • Rossby Financial first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.