Amundi
WTRG icon

Amundi’s Essential Utilities WTRG Stock Holding History

Amundi’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 		$166M Sell
4,333,385
-206,168
-5% -$7.87M 0.04% 347
2026
Q1 		$183M Sell
4,539,553
-1,796,142
-28% -$70.7M 0.05% 299
2025
Q4 		$243M Buy
6,335,695
+1,586,622
+33% +$62.4M 0.07% 294
2025
Q3 		$190M Sell
4,749,073
-887,949
-16% -$33.8M 0.06% 275
2025
Q2 		$219M Buy
5,637,022
+146,960
+3% +$5.72M 0.08% 244
2025
Q1 		$219M Sell
5,490,062
-1,312,889
-19% -$48.2M 0.08% 242
2024
Q4 		$245M Sell
6,802,951
-1,028,507
-13% -$39.9M 0.09% 229
2024
Q3 		$301M Buy
7,831,458
+350,621
+5% +$13.8M 0.11% 183
2024
Q2 		$278M Sell
7,480,837
-600,308
-7% -$22.3M 0.11% 191
2024
Q1 		$296M Sell
8,081,145
-1,470,166
-15% -$53.3M 0.13% 171
2023
Q4 		$359M Buy
9,551,311
+1,206,947
+14% +$42.1M 0.16% 146
2023
Q3 		$285M Buy
8,344,364
+195,663
+2% +$7.58M 0.14% 168
2023
Q2 		$326M Buy
8,148,701
+1,046,180
+15% +$43.9M 0.16% 147
2023
Q1 		$312M Buy
7,102,521
+1,082,293
+18% +$48.8M 0.17% 139
2022
Q4 		$289M Buy
6,020,228
+516,365
+9% +$23.4M 0.16% 151
2022
Q3 		$230M Buy
5,503,863
+640,755
+13% +$31M 0.14% 174
2022
Q2 		$224M Buy
4,863,108
+692,260
+17% +$32.2M 0.18% 144
2022
Q1 		$214M Buy
4,170,848
+630,613
+18% +$30.4M 0.15% 161
2021
Q4 		$187M Buy
3,540,235
+469,442
+15% +$22.8M 0.12% 199
2021
Q3 		$142M Buy
3,070,793
+257,761
+9% +$12.5M 0.1% 228
2021
Q2 		$129M Buy
+2,813,032
New +$132M 0.09% 234

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
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Amundi's WTRG Position: Q2 2026 in Review

Amundi reduced its Essential Utilities (WTRG) stake by 4.5% in Q2 2026, selling an estimated $7.87M and leaving 4,333,385 shares worth $166M. The position accounts for 0.04% of the portfolio, ranked #347.

Amundi first reported a position in WTRG in Q2 2021 and has held it in 21 quarters since. The position peaked at $359M in Q4 2023. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Amundi held 4,333,385 shares of Essential Utilities worth $166M as of Q2 2026.
  • Amundi sold 206,168 Essential Utilities shares in Q2 2026, an estimated $7.87M.
  • Essential Utilities made up 0.04% of Amundi's portfolio in Q2 2026, its #347 holding.
  • Amundi first reported a position in Essential Utilities in Q2 2021 and has held it in 21 quarters since.
  • Amundi's Essential Utilities position peaked at $359M in Q4 2023.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.