SEI Investments’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.77M | Sell |
124,417
-5,609
| -4% | -$214K | ﹤0.01% | 1528 |
|
|
2026
Q1 | $5.24M | Buy |
130,026
+8,606
| +7% | +$339K | ﹤0.01% | 1499 |
|
|
2025
Q4 | $4.66M | Buy |
121,420
+24,594
| +25% | +$968K | ﹤0.01% | 1403 |
|
|
2025
Q3 | $3.86M | Buy |
96,826
+20,902
| +28% | +$797K | ﹤0.01% | 1413 |
|
|
2025
Q2 | $2.82M | Sell |
75,924
-103,514
| -58% | -$4.03M | ﹤0.01% | 1506 |
|
|
2025
Q1 | $7.09M | Buy |
179,438
+7,282
| +4% | +$267K | 0.01% | 1127 |
|
|
2024
Q4 | $6.25M | Buy |
172,156
+106,735
| +163% | +$4.14M | 0.01% | 1190 |
|
|
2024
Q3 | $2.52M | Buy |
65,421
+6,184
| +10% | +$243K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $2.21M | Sell |
59,237
-28,702
| -33% | -$1.06M | ﹤0.01% | 1588 |
|
|
2024
Q1 | $3.26M | Sell |
87,939
-81,871
| -48% | -$2.97M | ﹤0.01% | 1400 |
|
|
2023
Q4 | $6.34M | Sell |
169,810
-41,242
| -20% | -$1.44M | 0.01% | 1075 |
|
|
2023
Q3 | $7.25M | Buy |
211,052
+47,824
| +29% | +$1.85M | 0.01% | 996 |
|
|
2023
Q2 | $6.51M | Sell |
163,228
-58,569
| -26% | -$2.46M | 0.01% | 1073 |
|
|
2023
Q1 | $9.68M | Buy |
221,797
+84,342
| +61% | +$3.8M | 0.02% | 864 |
|
|
2022
Q4 | $6.56M | Sell |
137,455
-12,674
| -8% | -$574K | 0.01% | 924 |
|
|
2022
Q3 | $6.21M | Buy |
150,129
+65,677
| +78% | +$3.18M | 0.01% | 995 |
|
|
2022
Q2 | $3.88M | Sell |
84,452
-25,843
| -23% | -$1.2M | 0.01% | 1222 |
|
|
2022
Q1 | $5.64M | Sell |
110,295
-47,583
| -30% | -$2.3M | 0.01% | 1040 |
|
|
2021
Q4 | $8.48M | Buy |
157,878
+9,684
| +7% | +$470K | 0.02% | 878 |
|
|
2021
Q3 | $6.83M | Sell |
148,194
-39,871
| -21% | -$1.93M | 0.01% | 937 |
|
|
2021
Q2 | $8.6M | Buy |
188,065
+4,480
| +2% | +$210K | 0.02% | 805 |
|
|
2021
Q1 | $8.21M | Buy |
183,585
+22,798
| +14% | +$1.03M | 0.02% | 765 |
|
|
2020
Q4 | $7.6M | Buy |
160,787
+111,381
| +225% | +$4.95M | 0.02% | 770 |
|
|
2020
Q3 | $1.99M | Buy |
49,406
+33,350
| +208% | +$1.43M | 0.01% | 1287 |
|
|
2020
Q2 | $678K | Buy |
16,056
+599
| +4% | +$25.3K | ﹤0.01% | 1720 |
|
|
2020
Q1 | $629K | Sell |
15,457
-629
| -4% | -$29.7K | ﹤0.01% | 1664 |
|
|
2019
Q4 | $755K | Sell |
16,086
-17
| -0.1% | -$766 | ﹤0.01% | 1752 |
|
|
2019
Q3 | $722K | Buy |
16,103
+186
| +1% | +$7.99K | ﹤0.01% | 1724 |
|
|
2019
Q2 | $658K | Buy |
15,917
+1,828
| +13% | +$71.1K | ﹤0.01% | 1749 |
|
|
2019
Q1 | $513K | Buy |
14,089
+787
| +6% | +$27.7K | ﹤0.01% | 1871 |
|
|
2018
Q4 | $491K | Hold |
13,302
| – | – | ﹤0.01% | 1757 |
|
|
2018
Q3 | $491K | Sell |
13,302
-12,537
| -49% | -$464K | ﹤0.01% | 1666 |
|
|
2018
Q2 | $909K | Buy |
25,839
+1,283
| +5% | +$44K | ﹤0.01% | 1625 |
|
|
2018
Q1 | $837K | Buy |
24,556
+8,488
| +53% | +$296K | ﹤0.01% | 1478 |
|
|
2017
Q4 | $630K | Sell |
16,068
-216
| -1% | -$7.88K | ﹤0.01% | 1612 |
|
|
2017
Q3 | $541K | Buy |
16,284
+3,074
| +23% | +$103K | ﹤0.01% | 1612 |
|
|
2017
Q2 | $440K | Buy |
13,210
+1,398
| +12% | +$45.8K | ﹤0.01% | 1662 |
|
|
2017
Q1 | $380K | Buy |
11,812
+296
| +3% | +$9.09K | ﹤0.01% | 1646 |
|
|
2016
Q4 | $346K | Buy |
11,516
+8,055
| +233% | +$240K | ﹤0.01% | 1663 |
|
|
2016
Q3 | $106K | Buy |
3,461
+466
| +16% | +$15.1K | ﹤0.01% | 1857 |
|
|
2016
Q2 | $108K | Sell |
2,995
-23,453
| -89% | -$764K | ﹤0.01% | 1717 |
|
|
2016
Q1 | $841K | Buy |
26,448
+23,449
| +782% | +$726K | 0.01% | 1180 |
|
|
2015
Q4 | $90K | Buy |
2,999
+2,761
| +1,160% | +$79.5K | ﹤0.01% | 1733 |
|
|
2015
Q3 | $6K | Hold |
238
| – | – | ﹤0.01% | 2258 |
|
|
2015
Q2 | $6K | Sell |
238
-939
| -80% | -$24.6K | ﹤0.01% | 1992 |
|
|
2015
Q1 | $31K | Buy |
1,177
+1,055
| +865% | +$28.1K | ﹤0.01% | 1754 |
|
|
2014
Q4 | $3K | Buy |
+122
| New | +$3.14K | ﹤0.01% | 2036 |
|
Other funds holding WTRG
AA
SEI Investments's WTRG Position: Q2 2026 in Review
SEI Investments reduced its Essential Utilities (WTRG) stake by 4.3% in Q2 2026, selling an estimated $214K and leaving 124,417 shares worth $4.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.
SEI Investments first reported a position in WTRG in Q4 2014 and has held it in 47 quarters since. The position peaked at $9.68M in Q1 2023. 701 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- SEI Investments held 124,417 shares of Essential Utilities worth $4.77M as of Q2 2026.
- SEI Investments sold 5,609 Essential Utilities shares in Q2 2026, an estimated $214K.
- Essential Utilities made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1528 holding.
- SEI Investments first reported a position in Essential Utilities in Q4 2014 and has held it in 47 quarters since.
- SEI Investments's Essential Utilities position peaked at $9.68M in Q1 2023.
- 701 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.