Allianz’s Essential Utilities WTRG Stock Holding History

Allianz’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 Q3	–	Sell	-9,037	Closed	-$336K	–	409
2025 Q2	$336K	Sell	9,037 -2,099	-19%	-$81.8K	0.01%	271
2025 Q1	$440K	Buy	+11,136	New	+$409K	0.01%	260

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 $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allianz's WTRG Position: Q3 2025 in Review

Allianz sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 9,037 shares — an estimated $336K sold.

Allianz first reported a position in WTRG in Q1 2025 and held it in 2 quarters. The position peaked at $440K in Q1 2025. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

Allianz reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
Allianz sold 9,037 Essential Utilities shares in Q3 2025, an estimated $336K.
Allianz first reported a position in Essential Utilities in Q1 2025 and held it in 2 quarters.
Allianz's Essential Utilities position peaked at $440K in Q1 2025.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Allianz's 13F filing for Q3 2025, filed 12 Nov 2025.