TC
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
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

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trium Capital's WTRG Position: Q2 2026 in Review

Trium Capital increased its Essential Utilities (WTRG) stake by 41% in Q2 2026, buying an estimated $497K and bringing the position to 44,644 shares worth $1.71M. The position accounts for 1.05% of the portfolio, ranked #18.

Trium Capital first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Trium Capital held 44,644 shares of Essential Utilities worth $1.71M as of Q2 2026.
  • Trium Capital bought 13,023 Essential Utilities shares in Q2 2026, an estimated $497K.
  • Essential Utilities made up 1.05% of Trium Capital's portfolio in Q2 2026, its #18 holding.
  • Trium Capital first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Trium Capital's 13F filing for Q2 2026, filed 16 Jul 2026.