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Essential Utilities

696 hedge funds and large institutions have $8.57B invested in Essential Utilities in 2026 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 258 increasing their positions, 234 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $6.41M | Put options by funds: $2.07M

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

10% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 234

2.35% more ownership

Funds ownership: 76.47%78.82% (+2.3%)

0% more funds holding

Funds holding: 696696 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $8.72B → $8.57B (-$154M)

Holders
696
Holders Change
Holders Change %
0%
% of All Funds
8.41%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
78
Increased
258
Reduced
234
Closed
66
Calls
$6.41M
Puts
$2.07M
Net Calls
+$4.34M
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
551
Citizens National Bank Trust Department
Mississippi
$38.3K
CCWM
552
Cassaday & Co Wealth Management
Virginia
$38.1K
MLA
553
MB, Levis & Associates
Pennsylvania
$36.4K
MHR
554
Matthew Hamilton Rosenberg
$36.3K
QC
555
Quent Capital
New York
$35.2K +$7.14K +187 +26%
CCC
556
Chelsea Counsel Company
California
$34.5K
VWA
557
VSM Wealth Advisory
Maryland
$34.1K +$6.49K +170 +24%
EP
558
Essential Partners
California
$33.8K -$13.4K -352 -29%
VERPA
559
Virginia Estate & Retirement Planning Advisors
Virginia
$33.7K
Mitsubishi UFJ Asset Management
560
Mitsubishi UFJ Asset Management
Japan
$33.4K
KSB
561
Kennebec Savings Bank
Maine
$32.5K
RDFA
562
Ritter Daniher Financial Advisory
Ohio
$32.2K +$305 +8 +1%
NB
563
NBT Bank
New York
$31.6K +$916 +24 +3%
GSWM
564
Golden State Wealth Management
California
$31K +$4.16K +109 +16%
FCT
565
First Community Trust
Iowa
$30.7K
API
566
Asset Planning Inc
California
$29.7K +$5.73K +150 +24%
QL
567
Quarry LP
New York
$28.7K +$28.6K +750 New
PSB
568
Piscataqua Savings Bank
New Hampshire
$28.7K
ZBNA
569
Zions Bancorporation, National Association
Utah
$28.7K +$5.08K +133 +22%
AUB
570
Atlantic Union Bankshares
Virginia
$28.1K -$229 -6 -0.8%
PGAM
571
Princeton Global Asset Management
New Jersey
$27K
SC
572
SouthState Corp
Florida
$26.8K +$535 +14 +2%
BTI
573
Blue Trust Inc
Georgia
$26.2K -$7.29K -191 -22%
HBW
574
Hazlett, Burt & Watson
West Virginia
$26K
FCAS
575
First Command Advisory Services
Texas
$25.5K

WTRG Hedge Fund Activity: Q2 2026 in Review

696 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q2 2026, worth a combined $8.57B — down 1.8% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new WTRG positions and 66 closed out — a net gain of 12 holders — while 258 added to existing stakes and 234 trimmed.

The largest buyer was BlackRock, adding an estimated $71.2M. The largest seller was Nordea Investment Management, cutting an estimated $90.4M.

  • 696 institutional investors held Essential Utilities (WTRG) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $8.57B of Essential Utilities stock for Q2 2026, down 1.8% quarter-over-quarter.
  • 78 funds opened new Essential Utilities positions in Q2 2026 and 66 closed out, a net change of +12 holders.
  • The largest Essential Utilities buyer in Q2 2026 was BlackRock, an estimated $71.2M added.
  • The largest Essential Utilities seller in Q2 2026 was Nordea Investment Management, an estimated $90.4M sold.

Based on aggregated 13F filings for Q2 2026.