AlphaGrep UK’s Essential Utilities WTRG Stock Holding History

AlphaGrep 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 Q3	–	Sell	-6,407	Closed	-$245K	–	963
2026 Q2	$245K	Buy	+6,407	New	+$245K	0.07%	600

Other funds holding WTRG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

AlphaGrep UK's WTRG Position: Q3 2026 in Review

AlphaGrep UK sold out of Essential Utilities (WTRG) in Q3 2026, closing a stake of 6,407 shares — an estimated $245K sold.

AlphaGrep UK first reported a position in WTRG in Q2 2026 and held it in 1 quarter. The position peaked at $245K in Q2 2026. 565 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

AlphaGrep UK reported no remaining Essential Utilities position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 6,407 Essential Utilities shares in Q3 2026, an estimated $245K.
AlphaGrep UK first reported a position in Essential Utilities in Q2 2026 and held it in 1 quarter.
AlphaGrep UK's Essential Utilities position peaked at $245K in Q2 2026.
565 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.