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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
FPB
576
First PREMIER Bank
South Dakota
$25K
Mirae Asset Global Investments
577
Mirae Asset Global Investments
South Korea
$24.6K +$420 +11 +2%
CTA
578
Colonial Trust Advisors
South Carolina
$23.9K
BSB
579
Bangor Savings Bank
Maine
$23.1K +$229 +6 +1%
VNA
580
Valley National Advisers
Pennsylvania
$23K
DIP
581
DT Investment Partners
Pennsylvania
$21.6K
HWA
582
HHM Wealth Advisors
Tennessee
$21.5K
DAM
583
Delta Asset Management
Tennessee
$21.5K
TSMHT
584
Thurston Springer Miller Herd & Titak
Indiana
$20.3K +$191 +5 +1%
PWA
585
Physician Wealth Advisors
Utah
$19.7K +$496 +13 +3%
TWD
586
True Wealth Design
Ohio
$19.2K -$1.99K -52 -9%
BC
587
Barrett & Company
Rhode Island
$19.2K
MCA
588
McGuire Capital Advisors
Oklahoma
$18.9K
LFG
589
Larson Financial Group
Missouri
$18.4K +$2.06K +54 +13%
BBHC
590
Brown Brothers Harriman & Co
New York
$17.9K
WIM
591
Westside Investment Management
California
$17.4K
Simplex Trading
592
Simplex Trading
Illinois
$16.9K +$12.7K +333 +306%
PWA
593
Provenance Wealth Advisors
Florida
$16.3K
PB
594
Pinnacle Bancorp
Nebraska
$16.2K
JWA
595
JFS Wealth Advisors
Pennsylvania
$15.6K +$382 +10 +3%
CSB
596
City State Bank
Iowa
$14.6K
RF
597
Robbins Farley
New Hampshire
$14.4K
BONH
598
Bank of New Hampshire
New Hampshire
$14.4K
CWP
599
Concord Wealth Partners
Virginia
$14.2K +$14.2K +371 New
TCOT
600
Trust Company of Toledo
Ohio
$13.4K

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.