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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
BGAI
651
Bruce G. Allen Investments
Colorado
$1.92K -$1.07K -28 -36%
CFP
652
Comprehensive Financial Planning
Pennsylvania
$1.92K
SIM
653
Synergy Investment Management
Florida
$1.92K
CCMI
654
Creative Capital Management Investments
California
$1.84K +$1.83K +48 New
BIA
655
Bell Investment Advisors
California
$1.69K
BHWM
656
Bay Harbor Wealth Management
Maryland
$1.61K +$611 +16 +62%
OAG
657
Oakmont Advisory Group
New Mexico
$1.57K +$1.56K +41 New
OCM
658
Osbon Capital Management
Massachusetts
$1.42K
DPW
659
DiNuzzo Private Wealth
Pennsylvania
$1.3K
SEP
660
Signature Equity Partners
Ohio
$1.3K
RWM
661
Raffa Wealth Management
District of Columbia
$1.26K -$38 -1 -3%
SG
662
Sankala Group
Colorado
$1.14K
MCM
663
MV Capital Management
Maryland
$1.03K +$229 +6 +29%
TFA
664
Transamerica Financial Advisors
Florida
$1.03K +$267 +7 +35%
OAJ
665
Ogorek Anthony Joseph
New York
$1K
Vanguard Advisers Inc
666
Vanguard Advisers Inc
Pennsylvania
$881 +$878 +23 New
HIA
667
Highland Investment Advisors
Florida
$880 +$878 +23 New
HIA
668
HFM Investment Advisors
New Jersey
$843 +$382 +10 +83%
SWM
669
Spire Wealth Management
Virginia
$766
BWS
670
Buck Wealth Strategies
Colorado
$651 +$649 +17 New
STB
671
S&T Bank
Pennsylvania
$651 +$649 +17 New
PWMG
672
Prestige Wealth Management Group
New Jersey
$575 +$344 +9 +150%
SN
673
Sittner & Nelson
Oregon
$537 +$535 +14 New
LI
674
LRI Investments
Florida
$536 -$8.71K -228 -94%
MEG
675
Millstone Evans Group
Colorado
$536

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.