Wellington Management Group
WTRG icon

Wellington Management Group’s Essential Utilities WTRG Stock Holding History

Wellington Management Group’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 		$3.22M Sell
83,988
-427,597
-84% -$16.3M ﹤0.01% 1531
2026
Q1 		$20.6M Buy
511,585
+10,370
+2% +$408K ﹤0.01% 997
2025
Q4 		$19.2M Buy
+501,215
New +$19.7M ﹤0.01% 1047
2023
Q2 		– Sell
-17,054
Closed -$744K – 2028
2023
Q1 		$744K Buy
+17,054
New +$769K ﹤0.01% 1748
2022
Q3 		– Sell
-178,488
Closed -$8.18M – 2168
2022
Q2 		$8.18M Buy
178,488
+55,293
+45% +$2.57M ﹤0.01% 1166
2022
Q1 		$6.3M Buy
+123,195
New +$5.94M ﹤0.01% 1329
2021
Q3 		– Sell
-10,579
Closed -$483K – 2276
2021
Q2 		$483K Buy
+10,579
New +$496K ﹤0.01% 1928
2013
Q3 		– Sell
-8,500
Closed -$213K – 2241
2013
Q2 		$213K Buy
+8,500
New +$216K ﹤0.01% 2080

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

Wellington Management Group's WTRG Position: Q2 2026 in Review

Wellington Management Group reduced its Essential Utilities (WTRG) stake by 84% in Q2 2026, selling an estimated $16.3M and leaving 83,988 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Wellington Management Group first reported a position in WTRG in Q2 2013 and has held it in 8 quarters since. The position peaked at $20.6M in Q1 2026. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Wellington Management Group held 83,988 shares of Essential Utilities worth $3.22M as of Q2 2026.
  • Wellington Management Group sold 427,597 Essential Utilities shares in Q2 2026, an estimated $16.3M.
  • Essential Utilities made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1531 holding.
  • Wellington Management Group first reported a position in Essential Utilities in Q2 2013 and has held it in 8 quarters since.
  • Wellington Management Group's Essential Utilities position peaked at $20.6M in Q1 2026.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.