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Yousif Capital Management’s Essential Utilities WTRG Stock Holding History

Yousif 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 		$3.09M Sell
80,725
-4,613
-5% -$176K 0.03% 482
2026
Q1 		$3.44M Sell
85,338
-4,387
-5% -$173K 0.04% 424
2025
Q4 		$3.53M Sell
89,725
-801
-0.9% -$31.5K 0.04% 436
2025
Q3 		$3.61M Buy
90,526
+790
+0.9% +$30.1K 0.04% 445
2025
Q2 		$3.33M Sell
89,736
-20
-0% -$779 0.04% 472
2025
Q1 		$3.55M Sell
89,756
-1,253
-1% -$46K 0.04% 418
2024
Q4 		$3.31M Sell
91,009
-3,120
-3% -$121K 0.04% 468
2024
Q3 		$3.63M Sell
94,129
-12,881
-12% -$506K 0.04% 443
2024
Q2 		$3.99M Sell
107,010
-9,022
-8% -$335K 0.05% 393
2024
Q1 		$4.3M Sell
116,032
-1,013
-0.9% -$36.7K 0.05% 406
2023
Q4 		$4.37M Buy
117,045
+2,371
+2% +$82.8K 0.05% 378
2023
Q3 		$3.94M Sell
114,674
-5,055
-4% -$196K 0.05% 381
2023
Q2 		$4.78M Sell
119,729
-3,264
-3% -$137K 0.06% 331
2023
Q1 		$5.37M Sell
122,993
-790
-0.6% -$35.6K 0.07% 281
2022
Q4 		$5.91M Buy
123,783
+2,470
+2% +$112K 0.08% 251
2022
Q3 		$5.02M Sell
121,313
-7,213
-6% -$349K 0.07% 272
2022
Q2 		$5.89M Buy
128,526
+5,725
+5% +$266K 0.08% 241
2022
Q1 		$6.28M Buy
122,801
+250
+0.2% +$12.1K 0.07% 278
2021
Q4 		$6.58M Buy
+122,551
New +$5.95M 0.07% 276

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

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

Yousif Capital Management reduced its Essential Utilities (WTRG) stake by 5.4% in Q2 2026, selling an estimated $176K and leaving 80,725 shares worth $3.09M. The position accounts for 0.03% of the portfolio, ranked #482.

Yousif Capital Management first reported a position in WTRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.58M in Q4 2021. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Yousif Capital Management held 80,725 shares of Essential Utilities worth $3.09M as of Q2 2026.
  • Yousif Capital Management sold 4,613 Essential Utilities shares in Q2 2026, an estimated $176K.
  • Essential Utilities made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #482 holding.
  • Yousif Capital Management first reported a position in Essential Utilities in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Essential Utilities position peaked at $6.58M in Q4 2021.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.