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AEGON Asset Management (UK)’s Essential Utilities WTRG Stock Holding History

AEGON Asset Management (UK)’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
Q2 		$23.1M Sell
603,488
-19,040
-3% -$727K 0.25% 83
2026
Q1 		$25.1M Sell
622,528
-179,390
-22% -$7.06M 0.33% 83
2025
Q4 		$30.8M Sell
801,918
-94,083
-11% -$3.7M 0.37% 75
2025
Q3 		$35.8M Sell
896,001
-4,379
-0.5% -$167K 0.42% 65
2025
Q2 		$33.4M Buy
900,380
+139,727
+18% +$5.44M 0.43% 62
2025
Q1 		$30.1M Sell
760,653
-223,990
-23% -$8.23M 0.44% 60
2024
Q4 		$35.8M Sell
984,643
-64,178
-6% -$2.49M 0.47% 55
2024
Q3 		$40.4M Sell
1,048,821
-172,958
-14% -$6.8M 0.55% 45
2024
Q2 		$45.6M Sell
1,221,779
-159,288
-12% -$5.91M 0.64% 38
2024
Q1 		$51.1M Sell
1,381,067
-37,746
-3% -$1.37M 0.77% 38
2023
Q4 		$53M Buy
+1,418,813
New +$49.5M 0.84% 38
2023
Q2 		$40.8M Sell
1,021,848
-3,886
-0.4% -$163K 0.66% 42
2023
Q1 		$44.8M Sell
1,025,734
-282,278
-22% -$12.7M 0.78% 43
2022
Q4 		$62.4M Hold
1,308,012
– – 1.13% 25
2022
Q3 		$54.2M Sell
1,308,012
-164,649
-11% -$7.98M 1.1% 27
2022
Q2 		$67.5M Buy
1,472,661
+714,060
+94% +$33.2M 1.27% 22
2022
Q1 		$38.8M Sell
758,601
-485,413
-39% -$23.4M 0.57% 51
2021
Q4 		$66.8M Buy
1,244,014
+673
+0.1% +$32.7K 0.86% 35
2021
Q3 		$57.3M Buy
1,243,341
+6,240
+0.5% +$302K 0.81% 39
2021
Q2 		$56.5M Sell
1,237,101
-167,476
-12% -$7.86M 0.8% 41
2021
Q1 		$62.9M Sell
1,404,577
-78,058
-5% -$3.52M 0.93% 35
2020
Q4 		$70.1M Buy
+1,482,635
New +$65.9M 1.03% 34

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

AEGON Asset Management (UK)'s WTRG Position: Q2 2026 in Review

AEGON Asset Management (UK) reduced its Essential Utilities (WTRG) stake by 3.1% in Q2 2026, selling an estimated $727K and leaving 603,488 shares worth $23.1M. The position accounts for 0.25% of the portfolio, ranked #83.

AEGON Asset Management (UK) first reported a position in WTRG in Q4 2020 and has held it in 22 quarters since. The position peaked at $70.1M in Q4 2020. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • AEGON Asset Management (UK) held 603,488 shares of Essential Utilities worth $23.1M as of Q2 2026.
  • AEGON Asset Management (UK) sold 19,040 Essential Utilities shares in Q2 2026, an estimated $727K.
  • Essential Utilities made up 0.25% of AEGON Asset Management (UK)'s portfolio in Q2 2026, its #83 holding.
  • AEGON Asset Management (UK) first reported a position in Essential Utilities in Q4 2020 and has held it in 22 quarters since.
  • AEGON Asset Management (UK)'s Essential Utilities position peaked at $70.1M in Q4 2020.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on AEGON Asset Management (UK)'s 13F filing for Q2 2026, filed 13 Jul 2026.