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B. Metzler seel. Sohn & Co’s Essential Utilities WTRG Stock Holding History

B. Metzler seel. Sohn & Co’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
-15,556
Closed -$597K – 752
2025
Q4 		$597K Hold
15,556
– – 0.01% 622
2025
Q3 		$621K Buy
15,556
+4,347
+39% +$166K 0.01% 624
2025
Q2 		$416K Buy
11,209
+5,521
+97% +$215K ﹤0.01% 662
2025
Q1 		$225K Hold
5,688
– – ﹤0.01% 727
2024
Q4 		$207K Hold
5,688
– – ﹤0.01% 744
2024
Q3 		$219K Hold
5,688
– – ﹤0.01% 743
2024
Q2 		$212K Buy
5,688
+239
+4% +$8.87K ﹤0.01% 744
2024
Q1 		$202K Hold
5,449
– – ﹤0.01% 747
2023
Q4 		$204K Buy
+5,449
New +$190K ﹤0.01% 743
2023
Q3 		– Sell
-5,449
Closed -$217K – 754
2023
Q2 		$217K Hold
5,449
– – ﹤0.01% 708
2023
Q1 		$238K Hold
5,449
– – ﹤0.01% 671
2022
Q4 		$260K Sell
5,449
-3,482
-39% -$158K ﹤0.01% 654
2022
Q3 		$370K Buy
8,931
+272
+3% +$13.2K 0.01% 589
2022
Q2 		$397K Sell
8,659
-1,792
-17% -$83.2K 0.01% 592
2022
Q1 		$534K Buy
10,451
+2,066
+25% +$99.7K 0.01% 582
2021
Q4 		$448K Buy
8,385
+1,186
+16% +$57.6K 0.01% 582
2021
Q3 		$332K Hold
7,199
– – ﹤0.01% 628
2021
Q2 		$329K Hold
7,199
– – ﹤0.01% 609
2021
Q1 		$322K Hold
7,199
– – 0.01% 608
2020
Q4 		$335K Buy
+7,199
New +$320K 0.01% 587

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

B. Metzler seel. Sohn & Co's WTRG Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 15,556 shares — an estimated $597K sold.

B. Metzler seel. Sohn & Co first reported a position in WTRG in Q4 2020 and held it in 20 quarters. The position peaked at $621K in Q3 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • B. Metzler seel. Sohn & Co reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 15,556 Essential Utilities shares in Q1 2026, an estimated $597K.
  • B. Metzler seel. Sohn & Co first reported a position in Essential Utilities in Q4 2020 and held it in 20 quarters.
  • B. Metzler seel. Sohn & Co's Essential Utilities position peaked at $621K in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.