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Schnieders Capital Management’s Essential Utilities WTRG Stock Holding History

Schnieders Capital Management’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 		$740K Hold
19,321
– – 0.1% 117
2026
Q1 		$778K Buy
19,321
+2,250
+13% +$88.6K 0.12% 99
2025
Q4 		$655K Buy
+17,071
New +$672K 0.1% 106

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

Schnieders Capital Management's WTRG Position: Q2 2026 in Review

Schnieders Capital Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 19,321 shares worth $740K. The position accounts for 0.1% of the portfolio, ranked #117.

Schnieders Capital Management first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $778K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Schnieders Capital Management held 19,321 shares of Essential Utilities worth $740K as of Q2 2026.
  • Schnieders Capital Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.1% of Schnieders Capital Management's portfolio in Q2 2026, its #117 holding.
  • Schnieders Capital Management first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • Schnieders Capital Management's Essential Utilities position peaked at $778K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.