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W.H. Cornerstone Investments’s Essential Utilities WTRG Stock Holding History

W.H. Cornerstone Investments’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
-5,571
Closed -$224K – 154
2026
Q1 		$224K Buy
5,571
+39
+0.7% +$1.53K 0.14% 122
2025
Q4 		$212K Sell
5,532
-151
-3% -$5.94K 0.13% 110
2025
Q3 		$227K Sell
5,683
-84
-1% -$3.2K 0.14% 107
2025
Q2 		$214K Buy
5,767
+40
+0.7% +$1.56K 0.14% 106
2025
Q1 		$226K Sell
5,727
-1,110
-16% -$40.8K 0.16% 103
2024
Q4 		$248K Sell
6,837
-1,409
-17% -$54.7K 0.17% 107
2024
Q3 		$318K Sell
8,246
-2,277
-22% -$89.5K 0.21% 90
2024
Q2 		$393K Buy
10,523
+85
+0.8% +$3.15K 0.28% 74
2024
Q1 		$387K Buy
10,438
+91
+0.9% +$3.3K 0.28% 84
2023
Q4 		$386K Buy
10,347
+977
+10% +$34.1K 0.31% 85
2023
Q3 		$322K Sell
9,370
-2,014
-18% -$78K 0.28% 90
2023
Q2 		$454K Buy
11,384
+64
+0.6% +$2.69K 0.41% 65
2023
Q1 		$494K Buy
11,320
+55
+0.5% +$2.48K 0.45% 66
2022
Q4 		$550K Buy
11,265
+22
+0.2% +$996 0.52% 58
2022
Q3 		$458K Buy
+11,243
New +$545K 0.48% 62

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 $3.37T AUM 44.26% 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

W.H. Cornerstone Investments's WTRG Position: Q2 2026 in Review

W.H. Cornerstone Investments sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 5,571 shares — an estimated $224K sold.

W.H. Cornerstone Investments first reported a position in WTRG in Q3 2022 and held it in 15 quarters. The position peaked at $550K in Q4 2022. 701 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • W.H. Cornerstone Investments reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 5,571 Essential Utilities shares in Q2 2026, an estimated $224K.
  • W.H. Cornerstone Investments first reported a position in Essential Utilities in Q3 2022 and held it in 15 quarters.
  • W.H. Cornerstone Investments's Essential Utilities position peaked at $550K in Q4 2022.
  • 701 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.