undamentalytics Newsletter

Essential Utilities, Inc.: which funds bought and sold

Institutions that bought and sold Essential Utilities shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 323 institutions that filed 13F reports for both quarters added to or opened positions in Essential Utilities, and 299 cut or closed them. Together they added a net 1.2M shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.2M shares (+6.9%); index fund managers were net buyers of 2.7M shares (+3.1%). 66 opened a new position and 66 sold out entirely.

Bought, Q2 2026 323 institutions, 66 of them new holders Sold, Q2 2026 299 institutions, 66 of them sold out
Net change, all compared +1.2M shares (+0.6%)
Net change, active managers +2.2M shares (+6.9%), 36 bought, 18 sold

Buyers versus sellers

institutions compared, 745
Active managers and hedge funds 36 bought · 18 sold · +2.2M
Index fund managers 8 bought · 3 sold · +2.7M
Other institutions 279 bought · 278 sold · −3.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +1.9M +5.9% 33.4M $1.3B
Nexpoint Asset Management, L.P. +1.8M New position 1.8M $68.2M
SG Americas Securities, LLC +1.2M +4537.9% 1.2M $47.8M
LMR Partners LLP Hedge fund +1.1M +201.0% 1.6M $62.4M
Arrowstreet Capital, Limited Partnership Hedge fund +805K +62.8% 2.1M $79.9M
AQR Arbitrage LLC +721K +23.0% 3.9M $148M
State Street Corp Index funds +688K +5.5% 13.1M $503M
Citigroup Inc +624K +70.9% 1.5M $57.6M
AQR Capital Management LLC Hedge fund +619K +53.5% 1.8M $68M
Jpmorgan Chase & Co +562K +25.6% 2.8M $106M
Goldman Sachs Group Inc +559K +19.7% 3.4M $130M
Gotham Asset Management, LLC Hedge fund +530K +58.1% 1.4M $55.3M
Schonfeld Strategic Advisors LLC Hedge fund +504K +2049.8% 528K $20.2M
Verition Fund Management LLC Hedge fund +477K +626.9% 553K $21.2M
UBS Group AG +448K +41.6% 1.5M $58.4M
Alliancebernstein L.P. Active manager +361K +39.7% 1.3M $51.1M
Algert Global LLC Hedge fund +322K New position 322K $12.3M
Canada Pension Plan Investment Board +280K +122.9% 507K $19.4M
ING Groep NV +258K New position 258K $9.9M
Antipodes Partners Ltd Hedge fund +247K +8.2% 3.3M $125M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Nordea Investment Management AB −2.4M −31.6% 5.1M $197M
Invesco Ltd. −1.9M −43.8% 2.4M $92M
Qube Research & Technologies Ltd Hedge fund −1.5M −45.9% 1.8M $68M
Assenagon Asset Management S.A. −1.3M −72.0% 488K $18.7M
Tudor Investment Corp Et Al Hedge fund −1.2M −87.9% 168K $6.4M
Pictet Asset Management Holding SA −1.1M −30.0% 2.5M $96.7M
Jane Street Group, LLC −1.1M −46.6% 1.2M $47.3M
Price T Rowe Associates Inc Active manager −1.0M −68.1% 489K $18.8M
Susquehanna International Group, LLP −855K −57.4% 634K $24.3M
Bank Of America Corp −574K −38.9% 900K $34.5M
Energy Income Partners, LLC −432K −86.8% 66K $2.5M
Wellington Management Group LLP Active manager −428K −83.6% 84K $3.2M
Eurizon Capital Sgr S.P.A. −354K −95.4% 17K $655,439
Toronto Dominion Bank −311K −68.8% 141K $5.4M
D. E. Shaw & Co., Inc. Hedge fund −286K −51.3% 272K $10.4M
Susquehanna Portfolio Strategies, LLC −274K −93.3% 20K $760,492
Btg Pactual Asset Management Us LLC −218K Sold out 0 —
Amundi −206K −4.5% 4.3M $166M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund −181K Sold out 0 —
Nuveen, LLC −171K −20.0% 684K $26.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Nexpoint Asset Management, L.P. 1.8M $68.2M
Algert Global LLCHedge fund 322K $12.3M
ING Groep NV 258K $9.9M
Renaissance Technologies LLCHedge fund 235K $9M
Man Group PLCHedge fund 80K $3.1M
Odyssean, LLC 79K $3M
Great Lakes Advisors, LLC 78K $3M
Healthcare Of Ontario Pension Plan Trust Fund 78K $3M
Jain Global LLCHedge fund 56K $2.1M
Greenwood Capital Associates LLC 39K $1.5M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
691
Ten largest holders
46.9%
of 13F-reported shares
Index fund managers
40.1%
of 13F-reported shares
Active managers and hedge funds
15.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 36 18 6 2 +2.2M +6.9%
Index fund managers 8 3 0 0 +2.7M +3.1%
Other institutions 279 278 60 64 −3.7M −3.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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