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AXA Investment Managers’s Essential Utilities WTRG Stock Holding History

AXA Investment Managers’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
Q3 		$5.94M Buy
+148,757
New +$5.67M 0.02% 526

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AXA Investment Managers's WTRG Position: Q3 2025 in Review

AXA Investment Managers opened a new position in Essential Utilities (WTRG) in Q3 2025: 148,757 shares worth $5.94M. The stake represents 0.02% of the portfolio and ranks #526 among its holdings.

679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • AXA Investment Managers held 148,757 shares of Essential Utilities worth $5.94M as of Q3 2025.
  • Essential Utilities was a new AXA Investment Managers position in Q3 2025.
  • Essential Utilities made up 0.02% of AXA Investment Managers's portfolio in Q3 2025, its #526 holding.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.