AIM
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Achmea Investment Management’s Essential Utilities WTRG Stock Holding History

Achmea Investment Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24,791
Closed -$951K – 125
2025
Q4 		$951K Buy
+24,791
New +$976K 0.02% 116
2023
Q3 		– Sell
-515
Closed -$21K – 635
2023
Q2 		$21K Hold
515
– – ﹤0.01% 627
2023
Q1 		$23K Hold
515
– – ﹤0.01% 591
2022
Q4 		$23K Hold
515
– – ﹤0.01% 607
2022
Q3 		$22K Hold
515
– – ﹤0.01% 600
2022
Q2 		$24K Hold
515
– – ﹤0.01% 588
2022
Q1 		$27K Hold
515
– – ﹤0.01% 602
2021
Q4 		$27K Hold
515
– – ﹤0.01% 333
2021
Q3 		$23K Buy
+515
New +$24.9K ﹤0.01% 585

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Achmea Investment Management's WTRG Position: Q1 2026 in Review

Achmea Investment Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 24,791 shares — an estimated $951K sold.

Achmea Investment Management first reported a position in WTRG in Q3 2021 and held it in 9 quarters. The position peaked at $951K in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Achmea Investment Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Achmea Investment Management sold 24,791 Essential Utilities shares in Q1 2026, an estimated $951K.
  • Achmea Investment Management first reported a position in Essential Utilities in Q3 2021 and held it in 9 quarters.
  • Achmea Investment Management's Essential Utilities position peaked at $951K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Achmea Investment Management's 13F filing for Q1 2026, filed 13 May 2026.