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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
CPIG
726
Chicago Partners Investment Group
Illinois
-$220K -5,649 Closed
ECM
727
Evergreen Capital Management
Washington
-$224K -5,572 Closed
WHCI
728
W.H. Cornerstone Investments
Massachusetts
-$224K -5,571 Closed
CCM
729
Coldstream Capital Management
Washington
-$223K -5,543 Closed
PA
730
Pinnacle Associates
New York
-$214K -5,312 Closed
LWA
731
Ledgewood Wealth Advisors
New Hampshire
-$210K -5,206 Closed
SWM
732
SeaCrest Wealth Management
New York
-$208K -5,159 Closed
MT
733
Midwest Trust
Kansas
-$205K -5,081 Closed
BHWM
734
Bar Harbor Wealth Management
New Hampshire
-$202K -5,019 Closed
PA
735
Procyon Advisors
Connecticut
-$201K -4,989 Closed
ASN
736
Advisory Services Network
Georgia
-$140K -3,483 Closed
VIS
737
Vega Investment Solutions
France
-$46.3K -1,150 Closed
RFP
738
Root Financial Partners
California
-$41.5K -1,030 Closed
SIS
739
Sound Income Strategies
Florida
-$35.5K -873 Closed
AA
740
Ancora Advisors
Ohio
-$31.3K -776 Closed
AA
741
Addison Advisors
Vermont
-$31K -771 Closed
DWP
742
Destiny Wealth Partners
Florida
-$27.8K -690 Closed
EWM
743
Evolution Wealth Management
Florida
-$26.9K -669 Closed
P
744
Palladiem
Pennsylvania
-$24.2K -590 Closed
PB
745
Prosperity Bancshares
Texas
-$20.2K -501 Closed
GSEP
746
Golden State Equity Partners
California
-$15.9K -394 Closed
TPWA
747
Twin Peaks Wealth Advisors
California
-$14.9K -371 Closed
GWSA
748
Global Wealth Strategies & Associates
Colorado
-$12.1K -300 Closed
GXJ
749
Global X Japan
Japan
-$10.7K -266 Closed
WSFG
750
Wall Street Financial Group
Illinois
-$7.37K -183 Closed

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.