We are live on ! Find out more
WTRG icon

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
APFP
626
Action Point Financial Planning
Michigan
$6.47K +$6.61K +173 New
OCWP
627
Owl Creek Wealth Partners
Colorado
$6.13K -$7.64K -200 -56%
NECFA
628
New England Capital Financial Advisors
Connecticut
$6.01K
MG
629
Mather Group
Illinois
$5.4K +$5.38K +141 New
CTB
630
Country Trust Bank
Illinois
$5.36K +$5.34K +140 New
CWM
631
Copia Wealth Management
Oregon
$5.29K
JWM
632
JPL Wealth Management
Colorado
$4.6K -$955 -25 -17%
CSC
633
Caldwell Sutter Capital
California
$4.41K +$1.15K +30 +35%
RWS
634
Retirement Wealth Solutions
Wisconsin
$4.21K -$725 -19 -15%
SIC
635
SJS Investment Consulting
Ohio
$3.87K +$2.56K +67 +197%
SWM
636
SHP Wealth Management
Massachusetts
$3.83K +$3.82K +100 New
W
637
WealthCollab
Washington
$3.52K
CFFP
638
Center for Financial Planning
Michigan
$3.49K -$4.16K -109 -55%
MNA
639
Manning & Napier Advisors
New York
$3.31K +$3.28K +86 New
S
640
Sachetta
Massachusetts
$3.29K +$1.11K +29 +51%
TCM
641
Tradewinds Capital Management
Washington
$3.05K +$38 +1 +1%
CH
642
Cromwell Holdings
Wyoming
$2.99K +$916 +24 +44%
CA
643
Continuum Advisory
Idaho
$2.64K -$330K -8,654 -99%
SC
644
Swan Capital
Florida
$2.64K
BWL
645
Bogart Wealth LLC
Virginia
$2.45K +$1.38K +36 +129%
IA
646
IFG Advisory
Georgia
$2.41K +$2.4K +63 New
SWA
647
SOA Wealth Advisors
New York
$2.07K -$4.01K -105 -66%
BFS
648
Bare Financial Services
Pennsylvania
$2.03K
AW
649
Avion Wealth
Texas
$2K +$2.56K +67 New
RWM
650
Rialto Wealth Management
New York
$1.99K +$1.15K +30 +136%

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.