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

Aigen 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
Q2 		– Sell
-20,239
Closed -$815K – 825
2026
Q1 		$815K Buy
+20,239
New +$797K 0.21% 131
2025
Q1 		– Sell
-6,781
Closed -$246K – 1074
2024
Q4 		$246K Sell
6,781
-23,254
-77% -$903K 0.04% 540
2024
Q3 		$1.16M Buy
+30,035
New +$1.18M 0.23% 124
2022
Q1 		– Sell
-12,059
Closed -$613K – 1144
2021
Q4 		$613K Buy
12,059
+6,936
+135% +$337K 0.04% 568
2021
Q3 		$236K Buy
+5,123
New +$248K 0.05% 388
2020
Q4 		– Sell
-13,172
Closed -$530K – 1122
2020
Q3 		$530K Buy
13,172
+6,908
+110% +$297K 0.07% 383
2020
Q2 		$265K Buy
+6,264
New +$265K 0.03% 640
2020
Q1 		– Sell
-6,709
Closed -$315K – 1608
2019
Q4 		$315K Buy
+6,709
New +$302K 0.05% 428

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 $3.38T AUM 44.17% 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

Aigen Investment Management's WTRG Position: Q2 2026 in Review

Aigen Investment Management sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 20,239 shares — an estimated $815K sold.

Aigen Investment Management first reported a position in WTRG in Q4 2019 and held it in 8 quarters. The position peaked at $1.16M in Q3 2024. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Aigen Investment Management reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 20,239 Essential Utilities shares in Q2 2026, an estimated $815K.
  • Aigen Investment Management first reported a position in Essential Utilities in Q4 2019 and held it in 8 quarters.
  • Aigen Investment Management's Essential Utilities position peaked at $1.16M in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.