Aviva
WTRG icon

Aviva’s Essential Utilities WTRG Stock Holding History

Aviva’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
Q1 		– Sell
-387,540
Closed -$14.9M – 908
2025
Q4 		$14.9M Sell
387,540
-45,089
-10% -$1.77M 0.03% 465
2025
Q3 		$17.3M Buy
432,629
+53,434
+14% +$2.04M 0.03% 422
2025
Q2 		$14.1M Sell
379,195
-459,957
-55% -$17.9M 0.03% 441
2025
Q1 		$33.2M Buy
839,152
+123,940
+17% +$4.55M 0.08% 257
2024
Q4 		$26M Sell
715,212
-13,125
-2% -$509K 0.07% 270
2024
Q3 		$28.1M Buy
728,337
+47,456
+7% +$1.87M 0.07% 298
2024
Q2 		$25.4M Buy
680,881
+92,039
+16% +$3.41M 0.07% 305
2024
Q1 		$21.8M Buy
588,842
+436,755
+287% +$15.8M 0.07% 315
2023
Q4 		$5.68M Buy
152,087
+16,225
+12% +$566K 0.02% 504
2023
Q3 		$4.66M Sell
135,862
-371,501
-73% -$14.4M 0.02% 518
2023
Q2 		$20.2M Sell
507,363
-79,002
-13% -$3.31M 0.08% 306
2023
Q1 		$25.6M Buy
586,365
+224,057
+62% +$10.1M 0.12% 256
2022
Q4 		$17.3M Buy
362,308
+135,515
+60% +$6.13M 0.09% 332
2022
Q3 		$9.38M Sell
226,793
-102,181
-31% -$4.95M 0.05% 446
2022
Q2 		$15.1M Buy
328,974
+213,446
+185% +$9.91M 0.08% 345
2022
Q1 		$5.91M Buy
+115,528
New +$5.58M 0.03% 562
2021
Q3 		– Sell
-15,493
Closed -$708K – 1008
2021
Q2 		$708K Buy
+15,493
New +$727K ﹤0.01% 828
2020
Q1 		– Sell
-43,000
Closed -$2.02M – 986
2019
Q4 		$2.02M Buy
+43,000
New +$1.94M 0.01% 703

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aviva's WTRG Position: Q1 2026 in Review

Aviva sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 387,540 shares — an estimated $14.9M sold.

Aviva first reported a position in WTRG in Q4 2019 and held it in 18 quarters. The position peaked at $33.2M in Q1 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Aviva reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Aviva sold 387,540 Essential Utilities shares in Q1 2026, an estimated $14.9M.
  • Aviva first reported a position in Essential Utilities in Q4 2019 and held it in 18 quarters.
  • Aviva's Essential Utilities position peaked at $33.2M in Q1 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Aviva's 13F filing for Q1 2026, filed 14 May 2026.