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Sivia Capital Partners’s Essential Utilities WTRG Stock Holding History

Sivia Capital 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 		$516K Buy
13,461
+7,830
+139% +$299K 0.06% 337
2026
Q1 		$227K Buy
+5,631
New +$222K 0.04% 406

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Nordea Investment Management
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AA
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Sivia Capital Partners's WTRG Position: Q2 2026 in Review

Sivia Capital Partners increased its Essential Utilities (WTRG) stake by 139% in Q2 2026, buying an estimated $299K and bringing the position to 13,461 shares worth $516K. The position accounts for 0.06% of the portfolio, ranked #337.

Sivia Capital Partners first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Sivia Capital Partners held 13,461 shares of Essential Utilities worth $516K as of Q2 2026.
  • Sivia Capital Partners bought 7,830 Essential Utilities shares in Q2 2026, an estimated $299K.
  • Essential Utilities made up 0.06% of Sivia Capital Partners's portfolio in Q2 2026, its #337 holding.
  • Sivia Capital Partners first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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