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Savant Capital’s Essential Utilities WTRG Stock Holding History

Savant Capital’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 		$248K Buy
+6,446
New +$246K ﹤0.01% 1618

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

Savant Capital's WTRG Position: Q2 2026 in Review

Savant Capital opened a new position in Essential Utilities (WTRG) in Q2 2026: 6,446 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1618 among its holdings.

697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Savant Capital held 6,446 shares of Essential Utilities worth $248K as of Q2 2026.
  • Essential Utilities was a new Savant Capital position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1618 holding.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.