Trium Capital
WTRG icon

Trium Capital’s Essential Utilities WTRG Stock Holding History

Trium 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
Q3 		– Sell
-44,644
Closed -$1.71M – 66
2026
Q2 		$1.71M Buy
44,644
+13,023
+41% +$497K 1.05% 18
2026
Q1 		$1.27M Buy
+31,621
New +$1.24M 0.9% 28

Other funds holding WTRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trium Capital's WTRG Position: Q3 2026 in Review

Trium Capital sold out of Essential Utilities (WTRG) in Q3 2026, closing a stake of 44,644 shares — an estimated $1.71M sold.

Trium Capital first reported a position in WTRG in Q1 2026 and held it in 2 quarters. The position peaked at $1.71M in Q2 2026. 121 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Trium Capital reported no remaining Essential Utilities position as of Q3 2026 after selling out during the quarter.
  • Trium Capital sold 44,644 Essential Utilities shares in Q3 2026, an estimated $1.71M.
  • Trium Capital first reported a position in Essential Utilities in Q1 2026 and held it in 2 quarters.
  • Trium Capital's Essential Utilities position peaked at $1.71M in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.