Syon Capital’s Essential Utilities WTRG Stock Holding History

Syon Capital’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	–	Sell	-6,015	Closed	-$242K	–	1012
2026 Q1	$242K	Buy	6,015 +613	+11%	+$24.1K	0.01%	815
2025 Q4	$207K	Sell	5,402 -990	-15%	-$39K	0.01%	863
2025 Q3	$255K	Buy	+6,392	New	+$244K	0.01%	708

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 $3.38T AUM 44.17% 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

Syon Capital's WTRG Position: Q2 2026 in Review

Syon Capital sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 6,015 shares — an estimated $242K sold.

Syon Capital first reported a position in WTRG in Q3 2025 and held it in 3 quarters. The position peaked at $255K in Q3 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Syon Capital reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
Syon Capital sold 6,015 Essential Utilities shares in Q2 2026, an estimated $242K.
Syon Capital first reported a position in Essential Utilities in Q3 2025 and held it in 3 quarters.
Syon Capital's Essential Utilities position peaked at $255K in Q3 2025.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.