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Steve Schonfeld’s Essential Utilities WTRG Stock Holding History

Steve Schonfeld’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 		$20.2M Buy
528,483
+503,900
+2,050% +$19.2M 0.07% 246
2026
Q1 		$990K Buy
24,583
+17,039
+226% +$671K 0.01% 1100
2025
Q4 		$289K Buy
+7,544
New +$297K ﹤0.01% 1584
2025
Q3 		– Sell
-12,543
Closed -$466K – 2631
2025
Q2 		$466K Sell
12,543
-27,668
-69% -$1.08M ﹤0.01% 1562
2025
Q1 		$1.59M Buy
+40,211
New +$1.48M 0.01% 1062
2024
Q2 		– Sell
-8,488
Closed -$314K – 2607
2024
Q1 		$314K Buy
+8,488
New +$308K ﹤0.01% 1628
2023
Q3 		– Sell
-30,351
Closed -$1.21M – 2358
2023
Q2 		$1.21M Sell
30,351
-98,207
-76% -$4.12M 0.01% 913
2023
Q1 		$5.61M Buy
128,558
+120,594
+1,514% +$5.44M 0.05% 413
2022
Q4 		$380K Buy
+7,964
New +$361K ﹤0.01% 1681
2022
Q3 		– Sell
-70,100
Closed -$3.21M – 3195
2022
Q2 		$3.21M Buy
70,100
+47,800
+214% +$2.22M 0.03% 602
2022
Q1 		$1.14M Buy
+22,300
New +$1.08M 0.01% 929
2021
Q4 		– Sell
-12,100
Closed -$558K – 2588
2021
Q3 		$558K Buy
+12,100
New +$586K 0.01% 1210
2021
Q2 		– Sell
-22,900
Closed -$1.02M – 2356
2021
Q1 		$1.02M Sell
22,900
-65,953
-74% -$2.98M 0.01% 886
2020
Q4 		$4.2M Sell
88,853
-36,735
-29% -$1.63M 0.06% 435
2020
Q3 		$5.05M Buy
+125,588
New +$5.4M 0.1% 285
2020
Q2 		– Sell
-43,390
Closed -$1.77M – 1589
2020
Q1 		$1.77M Buy
+43,390
New +$2.05M 0.11% 219
2019
Q4 		– Sell
-15,332
Closed -$687K – 1511
2019
Q3 		$687K Buy
+15,332
New +$658K 0.02% 563
2018
Q3 		– Sell
-12,512
Closed -$440K – 1045
2018
Q2 		$440K Buy
12,512
+5,379
+75% +$184K 0.02% 564
2018
Q1 		$243K Buy
+7,133
New +$248K 0.02% 646

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

Steve Schonfeld's WTRG Position: Q2 2026 in Review

Steve Schonfeld increased its Essential Utilities (WTRG) stake by 2,050% in Q2 2026, buying an estimated $19.2M and bringing the position to 528,483 shares worth $20.2M. The position accounts for 0.07% of the portfolio, ranked #246.

Steve Schonfeld first reported a position in WTRG in Q1 2018 and has held it in 19 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Steve Schonfeld held 528,483 shares of Essential Utilities worth $20.2M as of Q2 2026.
  • Steve Schonfeld bought 503,900 Essential Utilities shares in Q2 2026, an estimated $19.2M.
  • Essential Utilities made up 0.07% of Steve Schonfeld's portfolio in Q2 2026, its #246 holding.
  • Steve Schonfeld first reported a position in Essential Utilities in Q1 2018 and has held it in 19 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.