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WTRG — ESSENTIAL UTILS INC

Reported value held$4.87B
Funds holding (latest)46
SectorUtilities
Funds holding (Q2 2026)38
Institutional value$3.66B · 96.10M sh
New / Add / Cut / Exit3 / 22 / 11 / 1
Top-5 / Top-10 concentration56.1% / 73.6%
Institutional holdings change Accumulating +13.0% (+11.06M sh)
Institutional value change Up +9.0%

As of Q2 2026, 38 SEC-registered investment managers reported holding WTRG (ESSENTIAL UTILS INC) in their latest 13F filings, with a combined reported value of $3.66B across 96.10M shares. That is +13.0% by share count (+11.06M shares) versus the previous quarter, while reported value moved +9.0%. Ownership is concentrated: the five largest holders account for 56.1% of reported value and the top ten for 73.6%.

Compared with the prior quarter, 3 opened new positions, 22 added to existing stakes, 11 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WTRG is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 33.43M $1.28B 0.02% Add
Vanguard Group history Q4 2025 30.94M $1.19B 0.02% Reduce
Norges Bank Investment Management history Q2 2026 6.49M $248.62M 0.03% Add
Geode Capital Management history Q2 2026 5.28M $202.33M 0.01% Add
Amundi US history Q2 2026 4.33M $166.05M 0.04% Reduce
Millennium Management history Q2 2026 4.15M $159.10M 0.06% Add
Legal & General Investment Management America history Q2 2026 3.50M $134.25M 0.03% Add
Goldman Sachs Group history Q2 2026 3.40M $130.20M 0.01% Add
Northern Trust Corp history Q2 2026 3.30M $126.41M 0.01% Add
Morgan Stanley history Q2 2026 3.28M $125.53M 0.01% Add
Balyasny Asset Management history Q2 2026 3.23M $123.72M 0.16% Add
JPMorgan Chase & Co history Q2 2026 2.75M $106.33M 0.01% New
BNY Mellon history Q2 2026 2.41M $92.47M 0.01% Reduce
Invesco Ltd history Q2 2026 2.40M $91.99M 0.01% Reduce
Arrowstreet Capital history Q2 2026 2.09M $79.94M 0.04% Add
Charles Schwab Investment Management history Q2 2026 1.99M $76.32M 0.01% Hold
Fidelity International (FIL) history Q2 2026 1.95M $74.73M 0.05% Hold
AQR Capital Management history Q2 2026 1.78M $68.04M 0.02% Add
UBS Group AG history Q2 2026 1.53M $58.43M 0.01% Add
Citigroup Inc history Q2 2026 1.50M $57.60M 0.02% Add

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 31.17M 33.00M 32.68M 34.22M 36.94M 34.34M 31.57M 33.43M
Norges Bank Investment Management — — — — — 4.33M — — — 2.60M — 2.12M — 2.82M — 2.76M — 4.02M — 6.49M
Geode Capital Management 2.81M 2.96M 3.05M 3.02M 3.11M 3.27M 3.39M 3.60M 3.72M 3.92M 4.13M 4.22M 4.31M 4.32M 4.56M 4.73M 5.11M 5.23M 5.22M 5.28M
Amundi US 3.07M 3.54M 4.17M 4.86M 5.50M 6.02M 7.10M 8.15M 8.34M 9.55M 8.08M 7.48M 7.83M 6.80M 5.49M 5.64M 4.75M 6.34M 4.54M 4.33M
Millennium Management 308.32K 948.64K 1.47M 2.44M 1.21M 412.41K 1.00M 619.03K 387.94K 440.89K 919.76K — 1.24M 14.06K 43.47K 795.82K 33.47K 1.26M 4.06M 4.15M
Legal & General Investment Management America 2.45M 2.53M 2.63M 2.70M 2.44M 2.55M 2.67M 2.75M 2.92M 3.48M 3.69M 3.66M 3.63M 3.22M 3.35M 3.49M 3.49M 4.15M 3.41M 3.50M
Goldman Sachs Group 853.46K 850.35K 1.11M 1.40M 1.77M 1.50M 1.17M 896.86K 1.07M 857.34K 473.25K 426.18K 543.99K 423.86K 943.80K 703.37K 1.96M 1.57M 2.84M 3.40M
Northern Trust Corp 2.83M 2.95M 3.13M 3.27M 3.14M 3.35M 3.48M 3.36M 3.39M 3.34M 2.98M 3.13M 2.73M 3.33M 3.22M 3.01M 3.16M 3.24M 3.20M 3.30M
Morgan Stanley 1.44M 851.68K 901.04K 1.70M 1.50M 2.01M 2.07M 2.00M 2.21M 3.70M 3.23M 3.17M 3.26M 3.26M 3.24M 3.32M 3.67M 3.42M 3.22M 3.28M
Balyasny Asset Management 4.57K — 5.21K — 645.93K — — 71.68K 572.81K 7.10K — — — — 76.01K 1.27M — 117.76K 3.09M 3.23M
JPMorgan Chase & Co 512.12K 583.57K 545.00K 512.44K 498.09K 469.97K 239.37K 970.77K 847.21K 669.61K 675.83K 716.89K 953.98K 582.19K 980.53K 592.17K 4.07M 3.74M — 2.75M
BNY Mellon 2.46M 2.44M 2.47M 2.60M 2.84M 2.83M 2.73M 2.69M 2.63M 2.78M 2.74M 2.75M 2.56M 2.73M 2.67M 2.68M 2.71M 2.75M 2.52M 2.41M
Invesco Ltd 3.61M 3.74M 3.60M 3.73M 3.52M 3.92M 3.88M 4.21M 4.09M 3.78M 4.10M 4.20M 3.45M 3.69M 3.52M 3.50M 3.93M 3.96M 4.27M 2.40M
Arrowstreet Capital — — — 12.71K 9.72K — 78.20K 44.34K 10.54K 35.53K 91.32K 61.04K 81.72K — 159.79K 266.00K — 80.13K 1.28M 2.09M
Charles Schwab Investment Management 1.33M 1.41M 1.46M 1.52M 1.59M 1.65M 1.67M 1.69M 1.77M 1.93M 1.56M 1.72M 1.87M 2.07M 2.10M 2.03M 2.03M 1.92M 1.99M 1.99M
Fidelity International (FIL) 568.40K 580.39K — — — — — — 1.00M 1.00M 1.25M 1.17M 1.96M 1.89M 2.42M 1.76M 1.73M 1.72M 1.95M 1.95M
AQR Capital Management 100.20K 188.95K 674.59K 647.83K 621.39K 545.68K 489.35K 407.02K 316.75K 238.29K 156.99K 126.17K 304.88K 246.58K 75.44K 717.72K 1.59M 1.03M 1.16M 1.78M
UBS Group AG 333.44K 331.80K 341.35K 293.94K 287.68K 354.20K 477.30K 368.45K 329.63K 1.23M 501.32K 598.97K 790.91K 1.48M 1.63M 1.55M 1.34M 1.11M 1.08M 1.53M
Citigroup Inc 98.67K 93.09K 122.65K 115.43K 172.63K 110.00K 121.32K 59.95K 60.47K 59.33K 40.73K 48.65K 76.39K 80.46K 223.49K 71.12K 99.45K 899.14K 879.72K 1.50M
Franklin Resources 1.80M 1.70M 1.60M 2.25M 2.25M 2.30M 2.30M 2.33M 2.34M 1.40M 987.83K 986.97K 997.40K 1.05M 1.05M 1.15M 1.17M 1.37M 1.37M 1.38M

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