Asahi Life Asset Management’s Essential Utilities WTRG Stock Holding History

Asahi Life 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
2025 Q4	–	Sell	-9,791	Closed	-$391K	–	201
2025 Q3	$391K	Buy	+9,791	New	+$373K	0.22%	111
2022 Q1	–	Sell	-8,080	Closed	-$434K	–	259
2021 Q4	$434K	Buy	8,080 +4,000	+98%	+$194K	0.06%	116
2021 Q3	$188K	Buy	+4,080	New	+$198K	0.03%	196
2020 Q3	–	Sell	-900	Closed	-$38K	–	288
2020 Q2	$38K	Buy	+900	New	+$38K	0.01%	226

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Asahi Life Asset Management's WTRG Position: Q4 2025 in Review

Asahi Life Asset Management sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 9,791 shares — an estimated $391K sold.

Asahi Life Asset Management first reported a position in WTRG in Q2 2020 and held it in 4 quarters. The position peaked at $434K in Q4 2021. 693 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

Asahi Life Asset Management reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
Asahi Life Asset Management sold 9,791 Essential Utilities shares in Q4 2025, an estimated $391K.
Asahi Life Asset Management first reported a position in Essential Utilities in Q2 2020 and held it in 4 quarters.
Asahi Life Asset Management's Essential Utilities position peaked at $434K in Q4 2021.
693 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Asahi Life Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.