Thurston Springer Miller Herd & Titak’s Essential Utilities WTRG Stock Holding History

Thurston Springer Miller Herd & Titak’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	$20.3K	Buy	530 +5	+1%	+$191	0.01%	679
2026 Q1	$21.2K	Buy	525 +5	+1%	+$197	0.01%	753
2025 Q4	$20K	Buy	+520	New	+$20.5K	0.01%	761
2025 Q3	–	Sell	-511	Closed	-$19K	–	1368
2025 Q2	$19K	Buy	511 +4	+0.8%	+$156	﹤0.01%	959
2025 Q1	$20.1K	Buy	507 +4	+0.8%	+$147	﹤0.01%	877
2024 Q4	$18.3K	Buy	503 +4	+0.8%	+$155	﹤0.01%	753
2024 Q3	$19.3K	Buy	499 +5	+1%	+$197	0.01%	837
2024 Q2	$18.5K	Buy	+494	New	+$18.3K	0.01%	837

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

Thurston Springer Miller Herd & Titak's WTRG Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Essential Utilities (WTRG) stake by 0.95% in Q2 2026, buying an estimated $191 and bringing the position to 530 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #679.

Thurston Springer Miller Herd & Titak first reported a position in WTRG in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.2K in Q1 2026. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Thurston Springer Miller Herd & Titak held 530 shares of Essential Utilities worth $20.3K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 5 Essential Utilities shares in Q2 2026, an estimated $191.
Essential Utilities made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #679 holding.
Thurston Springer Miller Herd & Titak first reported a position in Essential Utilities in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's Essential Utilities position peaked at $21.2K in Q1 2026.
700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.