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Winthrop Capital Management’s Essential Utilities WTRG Stock Holding History

Winthrop Capital Management’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 		$0 Hold
7
– – ﹤0.01% 402
2026
Q1 		$0 Hold
7
– – ﹤0.01% 361
2025
Q4 		$0 Hold
7
– – ﹤0.01% 397
2025
Q3 		$0 Hold
7
– – ﹤0.01% 368
2025
Q2 		$0 Hold
7
– – ﹤0.01% 357
2025
Q1 		$0 Hold
7
– – ﹤0.01% 376
2024
Q4 		$0 Buy
+7
New +$272 ﹤0.01% 344

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

Winthrop Capital Management's WTRG Position: Q2 2026 in Review

Winthrop Capital Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Winthrop Capital Management first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Winthrop Capital Management held 7 shares of Essential Utilities worth $0 as of Q2 2026.
  • Winthrop Capital Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #402 holding.
  • Winthrop Capital Management first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.