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Rowlandmiller & Partners’s Essential Utilities WTRG Stock Holding History

Rowlandmiller & Partners’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 		$316K Sell
8,252
-111
-1% -$4.24K 0.06% 131
2026
Q1 		$337K Buy
8,363
+9
+0.1% +$354 0.07% 124
2025
Q4 		$320K Buy
8,354
+9
+0.1% +$354 0.06% 132
2025
Q3 		$333K Sell
8,345
-5,272
-39% -$201K 0.07% 129
2025
Q2 		$506K Hold
13,617
– – 0.1% 102
2025
Q1 		$538K Sell
13,617
-255
-2% -$9.37K 0.11% 99
2024
Q4 		$504K Sell
13,872
-300
-2% -$11.6K 0.11% 100
2024
Q3 		$547K Hold
14,172
– – 0.11% 97
2024
Q2 		$529K Sell
14,172
-558
-4% -$20.7K 0.12% 94
2024
Q1 		$546K Hold
14,730
– – 0.12% 93
2023
Q4 		$550K Sell
14,730
-1,770
-11% -$61.8K 0.13% 88
2023
Q3 		$566K Hold
16,500
– – 0.14% 90
2023
Q2 		$659K Hold
16,500
– – 0.16% 90
2023
Q1 		$720K Buy
16,500
+350
+2% +$15.8K 0.18% 84
2022
Q4 		$778K Hold
16,150
– – 0.19% 79
2022
Q3 		$668K Buy
16,150
+100
+0.6% +$4.84K 0.18% 82
2022
Q2 		$736K Buy
16,050
+1,945
+14% +$90.3K 0.19% 83
2022
Q1 		$721K Sell
14,105
-4,477
-24% -$216K 0.17% 87
2021
Q4 		$738K Buy
+18,582
New +$902K 0.17% 86
2021
Q3 		– Sell
-11,665
Closed -$533K – 188
2021
Q2 		$533K Buy
11,665
+2,555
+28% +$120K 0.13% 101
2021
Q1 		$408K Buy
+9,110
New +$411K 0.11% 102

Other funds holding WTRG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 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

Rowlandmiller & Partners's WTRG Position: Q2 2026 in Review

Rowlandmiller & Partners reduced its Essential Utilities (WTRG) stake by 1.3% in Q2 2026, selling an estimated $4.24K and leaving 8,252 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #131.

Rowlandmiller & Partners first reported a position in WTRG in Q1 2021 and has held it in 21 quarters since. The position peaked at $778K in Q4 2022. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Rowlandmiller & Partners held 8,252 shares of Essential Utilities worth $316K as of Q2 2026.
  • Rowlandmiller & Partners sold 111 Essential Utilities shares in Q2 2026, an estimated $4.24K.
  • Essential Utilities made up 0.06% of Rowlandmiller & Partners's portfolio in Q2 2026, its #131 holding.
  • Rowlandmiller & Partners first reported a position in Essential Utilities in Q1 2021 and has held it in 21 quarters since.
  • Rowlandmiller & Partners's Essential Utilities position peaked at $778K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.