William Blair & Company’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $825K | Buy |
20,477
+411
| +2% | +$16.2K | ﹤0.01% | 999 |
|
|
2025
Q4 | $770K | Sell |
20,066
-1,999
| -9% | -$78.7K | ﹤0.01% | 1006 |
|
|
2025
Q3 | $880K | Sell |
22,065
-1,946
| -8% | -$74.2K | ﹤0.01% | 946 |
|
|
2025
Q2 | $892K | Buy |
24,011
+878
| +4% | +$34.2K | ﹤0.01% | 928 |
|
|
2025
Q1 | $914K | Sell |
23,133
-1,519
| -6% | -$55.8K | ﹤0.01% | 908 |
|
|
2024
Q4 | $895K | Buy |
24,652
+285
| +1% | +$11.1K | ﹤0.01% | 930 |
|
|
2024
Q3 | $940K | Sell |
24,367
-996
| -4% | -$39.1K | ﹤0.01% | 922 |
|
|
2024
Q2 | $947K | Buy |
+25,363
| New | +$941K | ﹤0.01% | 897 |
|
|
2023
Q1 | – | Sell |
-5,146
| Closed | -$246K | – | 1858 |
|
|
2022
Q4 | $246K | Sell |
5,146
-804
| -14% | -$36.4K | ﹤0.01% | 1298 |
|
|
2022
Q3 | $246K | Hold |
5,950
| – | – | ﹤0.01% | 1311 |
|
|
2022
Q2 | $273K | Buy |
5,950
+500
| +9% | +$23.2K | ﹤0.01% | 1312 |
|
|
2022
Q1 | $279K | Sell |
5,450
-100
| -2% | -$4.83K | ﹤0.01% | 1391 |
|
|
2021
Q4 | $298K | Sell |
5,550
-104
| -2% | -$5.05K | ﹤0.01% | 1424 |
|
|
2021
Q3 | $261K | Buy |
5,654
+100
| +2% | +$4.84K | ﹤0.01% | 1385 |
|
|
2021
Q2 | $254K | Sell |
5,554
-333
| -6% | -$15.6K | ﹤0.01% | 1414 |
|
|
2021
Q1 | $263K | Sell |
5,887
-774
| -12% | -$34.9K | ﹤0.01% | 1384 |
|
|
2020
Q4 | $315K | Buy |
6,661
+839
| +14% | +$37.3K | ﹤0.01% | 1247 |
|
|
2020
Q3 | $234K | Sell |
5,822
-1,863
| -24% | -$80K | ﹤0.01% | 1238 |
|
|
2020
Q2 | $325K | Buy |
7,685
+22
| +0.3% | +$929 | ﹤0.01% | 1062 |
|
|
2020
Q1 | $312K | Buy |
+7,663
| New | +$362K | ﹤0.01% | 1006 |
|
|
2019
Q4 | – | Sell |
-26,983
| Closed | -$1.21M | – | 1804 |
|
|
2019
Q3 | $1.21M | Buy |
26,983
+268
| +1% | +$11.5K | 0.01% | 696 |
|
|
2019
Q2 | $1.1M | Sell |
26,715
-958
| -3% | -$37.3K | 0.01% | 733 |
|
|
2019
Q1 | $1.01M | Sell |
27,673
-24
| -0.1% | -$846 | 0.01% | 730 |
|
|
2018
Q4 | $947K | Hold |
27,697
| – | – | 0.01% | 706 |
|
|
2018
Q3 | $1.02M | Hold |
27,697
| – | – | 0.01% | 735 |
|
|
2018
Q2 | $974K | Sell |
27,697
-348
| -1% | -$11.9K | 0.01% | 737 |
|
|
2018
Q1 | $955K | Sell |
28,045
-704
| -2% | -$24.5K | 0.01% | 726 |
|
|
2017
Q4 | $1.13M | Sell |
28,749
-435
| -1% | -$15.9K | 0.01% | 713 |
|
|
2017
Q3 | $969K | Buy |
29,184
+4,188
| +17% | +$140K | 0.01% | 735 |
|
|
2017
Q2 | $832K | Buy |
+24,996
| New | +$819K | 0.01% | 809 |
|
Other funds holding WTRG
VPM
VCM
William Blair & Company's WTRG Position: Q1 2026 in Review
William Blair & Company increased its Essential Utilities (WTRG) stake by 2% in Q1 2026, buying an estimated $16.2K and bringing the position to 20,477 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #999.
William Blair & Company first reported a position in WTRG in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.21M in Q3 2019. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- William Blair & Company held 20,477 shares of Essential Utilities worth $825K as of Q1 2026.
- William Blair & Company bought 411 Essential Utilities shares in Q1 2026, an estimated $16.2K.
- Essential Utilities made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #999 holding.
- William Blair & Company first reported a position in Essential Utilities in Q2 2017 and has held it in 30 quarters since.
- William Blair & Company's Essential Utilities position peaked at $1.21M in Q3 2019.
- 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.