AIA Group’s Essential Utilities WTRG Stock Holding History

AIA Group’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
2025 Q4	–	Sell	-7,636	Closed	-$305K	–	448
2025 Q3	$305K	Buy	+7,636	New	+$291K	0.01%	380

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AIA Group's WTRG Position: Q4 2025 in Review

AIA Group sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 7,636 shares — an estimated $305K sold.

AIA Group first reported a position in WTRG in Q3 2025 and held it in 1 quarter. The position peaked at $305K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

AIA Group reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
AIA Group sold 7,636 Essential Utilities shares in Q4 2025, an estimated $305K.
AIA Group first reported a position in Essential Utilities in Q3 2025 and held it in 1 quarter.
AIA Group's Essential Utilities position peaked at $305K in Q3 2025.
693 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on AIA Group's 13F filing for Q4 2025, filed 9 Feb 2026.