APG Asset Management
WTRG icon

APG Asset Management’s Essential Utilities WTRG Stock Holding History

APG Asset 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 		$6.11M Buy
182,451
+56,113
+44% +$2.14M 0.02% 450
2026
Q1 		$4.42M Sell
126,338
-47,181
-27% -$1.86M 0.01% 449
2025
Q4 		$5.67M Sell
173,519
-17,206
-9% -$677K 0.02% 429
2025
Q3 		$6.48M Buy
190,725
+7,444
+4% +$284K 0.02% 409
2025
Q2 		$5.8M Sell
183,281
-10,422
-5% -$406K 0.02% 428
2025
Q1 		$7.09M Sell
193,703
-26,207
-12% -$963K 0.02% 402
2024
Q4 		$7.71M Buy
219,910
+171,459
+354% +$6.65M 0.02% 408
2024
Q3 		$1.67M Sell
48,451
-979,423
-95% -$38.5M 0.01% 338
2024
Q2 		$35.8M Sell
1,027,874
-25,543
-2% -$948K 0.06% 258
2024
Q1 		$36.1M Buy
1,053,417
+129,791
+14% +$4.71M 0.06% 264
2023
Q4 		$31.2M Buy
923,626
+31,918
+4% +$1.11M 0.06% 278
2023
Q3 		$30.6M Buy
891,708
+9,147
+1% +$354K 0.06% 272
2023
Q2 		$32.3M Buy
882,561
+724,880
+460% +$30.4M 0.07% 274
2023
Q1 		$6.34M Sell
157,681
-166,882
-51% -$7.53M 0.01% 470
2022
Q4 		$15.5M Buy
324,563
+13,241
+4% +$599K 0.03% 401
2022
Q3 		$13.2M Sell
311,322
-13,517
-4% -$655K 0.03% 362
2022
Q2 		$14.2M Sell
324,839
-85,325
-21% -$3.96M 0.03% 361
2022
Q1 		$18.8M Sell
410,164
-37,145
-8% -$1.79M 0.04% 363
2021
Q4 		$21.1M Sell
447,309
-118,843
-21% -$5.77M 0.04% 365
2021
Q3 		$22.5M Sell
566,152
-45,790
-7% -$2.22M 0.04% 362
2021
Q2 		$23.6M Sell
611,942
-99,379
-14% -$4.66M 0.04% 385
2021
Q1 		$27.1M Buy
711,321
+361,680
+103% +$16.3M 0.05% 367
2020
Q4 		$13.5M Buy
349,641
+40,534
+13% +$1.8M 0.02% 509
2020
Q3 		$10.6M Buy
309,107
+179,000
+138% +$7.69M 0.02% 562
2020
Q2 		$4.89M Buy
130,107
+14,600
+13% +$617K 0.01% 678
2020
Q1 		$4.7M Sell
115,507
-181,293
-61% -$8.55M 0.01% 677
2019
Q4 		$12.4M Buy
+296,800
New +$13.4M 0.02% 522

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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 $413B AUM 44.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APG Asset Management's WTRG Position: Q2 2026 in Review

APG Asset Management increased its Essential Utilities (WTRG) stake by 44% in Q2 2026, buying an estimated $2.14M and bringing the position to 182,451 shares worth $6.11M. The position accounts for 0.02% of the portfolio, ranked #450.

APG Asset Management first reported a position in WTRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $36.1M in Q1 2024. 559 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • APG Asset Management held 182,451 shares of Essential Utilities worth $6.11M as of Q2 2026.
  • APG Asset Management bought 56,113 Essential Utilities shares in Q2 2026, an estimated $2.14M.
  • Essential Utilities made up 0.02% of APG Asset Management's portfolio in Q2 2026, its #450 holding.
  • APG Asset Management first reported a position in Essential Utilities in Q4 2019 and has held it in 27 quarters since.
  • APG Asset Management's Essential Utilities position peaked at $36.1M in Q1 2024.
  • 559 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.