VT
WTRG icon

Vise Technologies’s Essential Utilities WTRG Stock Holding History

Vise Technologies’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 		$1.09M Sell
28,456
-2,510
-8% -$95.8K 0.01% 755
2026
Q1 		$1.19M Hold
30,966
– – 0.02% 532
2025
Q4 		$1.19M Buy
30,966
+3,752
+14% +$148K 0.02% 535
2025
Q3 		$1.09M Buy
27,214
+1,412
+5% +$53.8K 0.04% 407
2025
Q2 		$958K Buy
+25,802
New +$1M 0.04% 442
2024
Q4 		$278K Buy
+7,652
New +$297K 0.02% 623

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Vise Technologies's WTRG Position: Q2 2026 in Review

Vise Technologies reduced its Essential Utilities (WTRG) stake by 8.1% in Q2 2026, selling an estimated $95.8K and leaving 28,456 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #755.

Vise Technologies first reported a position in WTRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Vise Technologies held 28,456 shares of Essential Utilities worth $1.09M as of Q2 2026.
  • Vise Technologies sold 2,510 Essential Utilities shares in Q2 2026, an estimated $95.8K.
  • Essential Utilities made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #755 holding.
  • Vise Technologies first reported a position in Essential Utilities in Q4 2024 and has held it in 6 quarters since.
  • Vise Technologies's Essential Utilities position peaked at $1.19M in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.