Susquehanna Portfolio Strategies’s Essential Utilities WTRG Stock Holding History

Susquehanna Portfolio Strategies’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	$760K	Sell	19,851 -274,403	-93%	-$10.5M	0.01%	601
2026 Q1	$11.8M	Buy	294,254 +18,345	+7%	+$722K	0.18%	155
2025 Q4	$10.6M	Sell	275,909 -123,081	-31%	-$4.84M	0.16%	181
2025 Q3	$15.9M	Buy	398,990 +172,865	+76%	+$6.59M	0.25%	108
2025 Q2	$8.4M	Buy	+226,125	New	+$8.81M	0.18%	160
2024 Q2	–	Sell	-7,100	Closed	-$263K	–	761
2024 Q1	$263K	Hold	7,100	–	–	0.01%	689
2023 Q4	$265K	Buy	+7,100	New	+$248K	﹤0.01%	883

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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 $413B AUM 44.57% 1-Year Est. Return

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

Susquehanna Portfolio Strategies's WTRG Position: Q2 2026 in Review

Susquehanna Portfolio Strategies reduced its Essential Utilities (WTRG) stake by 93% in Q2 2026, selling an estimated $10.5M and leaving 19,851 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #601.

Susquehanna Portfolio Strategies first reported a position in WTRG in Q4 2023 and has held it in 7 quarters since. The position peaked at $15.9M in Q3 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Susquehanna Portfolio Strategies held 19,851 shares of Essential Utilities worth $760K as of Q2 2026.
Susquehanna Portfolio Strategies sold 274,403 Essential Utilities shares in Q2 2026, an estimated $10.5M.
Essential Utilities made up 0.01% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #601 holding.
Susquehanna Portfolio Strategies first reported a position in Essential Utilities in Q4 2023 and has held it in 7 quarters since.
Susquehanna Portfolio Strategies's Essential Utilities position peaked at $15.9M in Q3 2025.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.