SJS Investment Consulting’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
$3.87K Buy
101
+67
+197% +$2.56K ﹤0.01% 1487
2026
Q1
$1.37K Buy
34
+19
+127% +$748 ﹤0.01% 1366
2025
Q4
$576 Hold
15
﹤0.01% 1477
2025
Q3
$599 Hold
15
﹤0.01% 1172
2025
Q2
$558 Sell
15
-16
-52% -$623 ﹤0.01% 1079
2025
Q1
$1.23K Buy
31
+3
+11% +$110 ﹤0.01% 931
2024
Q4
$1.02K Sell
28
-2
-7% -$78 ﹤0.01% 993
2024
Q3
$1.16K Buy
30
+3
+11% +$118 ﹤0.01% 1017
2024
Q2
$1.01K Buy
27
+4
+17% +$148 ﹤0.01% 1024
2024
Q1
$853 Buy
23
+1
+5% +$36 ﹤0.01% 1100
2023
Q4
$822 Buy
22
+4
+22% +$140 ﹤0.01% 1040
2023
Q3
$618 Sell
18
-5
-22% -$194 ﹤0.01% 1139
2023
Q2
$918 Sell
23
-5
-18% -$210 ﹤0.01% 934
2023
Q1
$1.22K Buy
28
+3
+12% +$135 ﹤0.01% 804
2022
Q4
$1.19K Buy
25
+11
+79% +$498 ﹤0.01% 861
2022
Q3
$1K Buy
+14
New +$678 ﹤0.01% 955
2022
Q1
$0 Buy
+4
New +$193 ﹤0.01% 1400

Other funds holding WTRG

SJS Investment Consulting's WTRG Position: Q2 2026 in Review

SJS Investment Consulting increased its Essential Utilities (WTRG) stake by 197% in Q2 2026, buying an estimated $2.56K and bringing the position to 101 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

SJS Investment Consulting first reported a position in WTRG in Q1 2022 and has held it in 17 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • SJS Investment Consulting held 101 shares of Essential Utilities worth $3.87K as of Q2 2026.
  • SJS Investment Consulting bought 67 Essential Utilities shares in Q2 2026, an estimated $2.56K.
  • Essential Utilities made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1487 holding.
  • SJS Investment Consulting first reported a position in Essential Utilities in Q1 2022 and has held it in 17 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.