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WTRG icon

Sachetta’s Essential Utilities WTRG Stock Holding History

Sachetta’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 		$3.29K Buy
86
+29
+51% +$1.11K ﹤0.01% 752
2026
Q1 		$2.3K Hold
57
– – ﹤0.01% 862
2025
Q4 		$2.19K Hold
57
– – ﹤0.01% 753
2025
Q3 		$2.27K Hold
57
– – ﹤0.01% 795
2025
Q2 		$2.12K Sell
57
-7
-11% -$273 ﹤0.01% 797
2025
Q1 		$2.53K Buy
64
+30
+88% +$1.1K ﹤0.01% 729
2024
Q4 		$1.24K Sell
34
-64
-65% -$2.48K ﹤0.01% 943
2024
Q3 		$3.78K Hold
98
– – ﹤0.01% 705
2024
Q2 		$3.99K Buy
98
+64
+188% +$2.37K ﹤0.01% 638
2024
Q1 		$1.27K Hold
34
– – ﹤0.01% 855
2023
Q4 		$1.27K Buy
+34
New +$1.19K ﹤0.01% 855

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

Sachetta's WTRG Position: Q2 2026 in Review

Sachetta increased its Essential Utilities (WTRG) stake by 51% in Q2 2026, buying an estimated $1.11K and bringing the position to 86 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Sachetta first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.99K in Q2 2024. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Sachetta held 86 shares of Essential Utilities worth $3.29K as of Q2 2026.
  • Sachetta bought 29 Essential Utilities shares in Q2 2026, an estimated $1.11K.
  • Essential Utilities made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #752 holding.
  • Sachetta first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Essential Utilities position peaked at $3.99K in Q2 2024.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.