YIH
WTRG icon

Y-Intercept (HK)’s Essential Utilities WTRG Stock Holding History

Y-Intercept (HK)’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
-113,084
Closed -$4.55M – 2227
2026
Q1 		$4.55M Buy
113,084
+99,186
+714% +$3.9M 0.09% 352
2025
Q4 		$533K Buy
+13,898
New +$547K 0.01% 1216
2025
Q3 		– Sell
-34,514
Closed -$1.28M – 2110
2025
Q2 		$1.28M Buy
+34,514
New +$1.34M 0.03% 823
2023
Q4 		– Sell
-51,929
Closed -$1.78M – 1703
2023
Q3 		$1.78M Buy
51,929
+35,877
+224% +$1.39M 0.17% 166
2023
Q2 		$641K Buy
+16,052
New +$674K 0.07% 466
2022
Q4 		– Sell
-10,960
Closed -$454K – 1399
2022
Q3 		$454K Sell
10,960
-11,950
-52% -$579K 0.05% 570
2022
Q2 		$1.05M Buy
22,910
+1,380
+6% +$64.1K 0.14% 213
2022
Q1 		$1.1M Buy
21,530
+10,072
+88% +$486K 0.25% 94
2021
Q4 		$615K Buy
+11,458
New +$556K 0.15% 201
2021
Q2 		– Sell
-7,699
Closed -$340K – 945
2021
Q1 		$340K Buy
+7,699
New +$348K 0.09% 358

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK)'s WTRG Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 113,084 shares — an estimated $4.55M sold.

Y-Intercept (HK) first reported a position in WTRG in Q1 2021 and held it in 10 quarters. The position peaked at $4.55M in Q1 2026. 112 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 113,084 Essential Utilities shares in Q2 2026, an estimated $4.55M.
  • Y-Intercept (HK) first reported a position in Essential Utilities in Q1 2021 and held it in 10 quarters.
  • Y-Intercept (HK)'s Essential Utilities position peaked at $4.55M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.