Sterling Capital Management’s Essential Utilities WTRG Stock Holding History

Sterling 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	$331K	Sell	8,645 -938	-10%	-$35.8K	0.01%	1002
2026 Q1	$386K	Sell	9,583 -7,043	-42%	-$277K	0.01%	893
2025 Q4	$638K	Sell	16,626 -713	-4%	-$28.1K	0.01%	822
2025 Q3	$692K	Sell	17,339 -1,008	-5%	-$38.4K	0.01%	786
2025 Q2	$681K	Buy	18,347 +4,348	+31%	+$169K	0.01%	776
2025 Q1	$553K	Sell	13,999 -925	-6%	-$34K	0.01%	808
2024 Q4	$542K	Buy	14,924 +5,324	+55%	+$207K	0.01%	859
2024 Q3	$370K	Buy	+9,600	New	+$377K	﹤0.01%	1028

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

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

Sterling Capital Management reduced its Essential Utilities (WTRG) stake by 9.8% in Q2 2026, selling an estimated $35.8K and leaving 8,645 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1002.

Sterling Capital Management first reported a position in WTRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $692K in Q3 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Sterling Capital Management held 8,645 shares of Essential Utilities worth $331K as of Q2 2026.
Sterling Capital Management sold 938 Essential Utilities shares in Q2 2026, an estimated $35.8K.
Essential Utilities made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1002 holding.
Sterling Capital Management first reported a position in Essential Utilities in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Essential Utilities position peaked at $692K in Q3 2025.
699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.