Bank Julius Baer & Co
WTRG icon

Bank Julius Baer & Co’s Essential Utilities WTRG Stock Holding History

Bank Julius Baer & 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 		$173K Hold
4,300
– – ﹤0.01% 508
2025
Q4 		$165K Hold
4,300
– – ﹤0.01% 497
2025
Q3 		$172K Hold
4,300
– – ﹤0.01% 494
2025
Q2 		$160K Hold
4,300
– – ﹤0.01% 459
2025
Q1 		$170K Sell
4,300
-5,396
-56% -$198K ﹤0.01% 435
2024
Q4 		$389K Buy
9,696
+670
+7% +$26K ﹤0.01% 371
2024
Q3 		$413K Sell
9,026
-589
-6% -$23.1K ﹤0.01% 346
2024
Q2 		$399K Sell
9,615
-1,085
-10% -$40.3K ﹤0.01% 291
2024
Q1 		$396K Hold
10,700
– – ﹤0.01% 333
2023
Q4 		$400K Sell
10,700
-131
-1% -$4.57K ﹤0.01% 348
2023
Q3 		$372K Buy
10,831
+328
+3% +$12.7K ﹤0.01% 346
2023
Q2 		$419K Sell
10,503
-197
-2% -$8.27K ﹤0.01% 353
2023
Q1 		$467K Hold
10,700
– – ﹤0.01% 354
2022
Q4 		$511K Buy
10,700
+169
+2% +$7.65K ﹤0.01% 338
2022
Q3 		$436K Sell
10,531
-169
-2% -$8.19K ﹤0.01% 343
2022
Q2 		$491K Hold
10,700
– – ﹤0.01% 342
2022
Q1 		$547K Hold
10,700
– – ﹤0.01% 340
2021
Q4 		$574K Hold
10,700
– – ﹤0.01% 412
2021
Q3 		$493K Hold
10,700
– – ﹤0.01% 429
2021
Q2 		$489K Hold
10,700
– – ﹤0.01% 451
2021
Q1 		$479K Hold
10,700
– – ﹤0.01% 454
2020
Q4 		$506K Hold
10,700
– – ﹤0.01% 449
2020
Q3 		$431K Buy
+10,700
New +$460K ﹤0.01% 404
2020
Q2 		– Sell
-14,602
Closed -$594K – 756
2020
Q1 		$594K Buy
+14,602
New +$689K 0.01% 294

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

Bank Julius Baer & Co's WTRG Position: Q1 2026 in Review

Bank Julius Baer & Co held its Essential Utilities (WTRG) position steady in Q1 2026 at 4,300 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Bank Julius Baer & Co first reported a position in WTRG in Q1 2020 and has held it in 24 quarters since. The position peaked at $594K in Q1 2020. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Bank Julius Baer & Co held 4,300 shares of Essential Utilities worth $173K as of Q1 2026.
  • Bank Julius Baer & Co left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #508 holding.
  • Bank Julius Baer & Co first reported a position in Essential Utilities in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Essential Utilities position peaked at $594K in Q1 2020.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.