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Banque Cantonale Vaudoise’s Essential Utilities WTRG Stock Holding History

Banque Cantonale Vaudoise’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 		$11K Sell
269
-8,672
-97% -$341K ﹤0.01% 858
2025
Q4 		$342K Buy
8,941
+8,672
+3,224% +$341K 0.01% 496
2025
Q3 		$11K Hold
269
– – ﹤0.01% 782
2025
Q2 		$10K Sell
269
-173
-39% -$6.74K ﹤0.01% 753
2025
Q1 		$17K Buy
+442
New +$16.2K ﹤0.01% 786
2024
Q3 		$18K Hold
476
– – ﹤0.01% 702
2024
Q2 		$18K Buy
476
+37
+8% +$1.37K ﹤0.01% 901
2024
Q1 		$16K Sell
439
-56
-11% -$2.03K ﹤0.01% 906
2023
Q4 		$18K Sell
495
-6,602
-93% -$230K ﹤0.01% 908
2023
Q3 		$244K Sell
7,097
-1,991
-22% -$77.1K 0.01% 631
2023
Q2 		$362K Hold
9,088
– – 0.02% 567
2023
Q1 		$397K Sell
9,088
-1,172
-11% -$52.9K 0.02% 513
2022
Q4 		$490K Buy
10,260
+745
+8% +$33.7K 0.03% 453
2022
Q3 		$394K Buy
9,515
+44
+0.5% +$2.13K 0.02% 533
2022
Q2 		$435K Sell
9,471
-1,304
-12% -$60.6K 0.02% 528
2022
Q1 		$551K Sell
10,775
-1,795
-14% -$86.6K 0.02% 530
2021
Q4 		$675K Hold
12,570
– – 0.03% 501
2021
Q3 		$580K Sell
12,570
-100
-0.8% -$4.84K 0.02% 527
2021
Q2 		$579K Buy
12,670
+6,700
+112% +$314K 0.03% 553
2021
Q1 		$266K Buy
5,970
+1,275
+27% +$57.6K 0.01% 711
2020
Q4 		$222K Hold
4,695
– – 0.01% 707
2020
Q3 		$189K Buy
4,695
+1,795
+62% +$77.1K 0.01% 701
2020
Q2 		$123K Sell
2,900
-4,800
-62% -$203K 0.01% 752
2020
Q1 		$313K Hold
7,700
– – 0.03% 500
2019
Q4 		$361K Buy
+7,700
New +$347K 0.02% 576

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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 $94.8B AUM 24.11% 1-Year Est. Return

Banque Cantonale Vaudoise's WTRG Position: Q1 2026 in Review

Banque Cantonale Vaudoise reduced its Essential Utilities (WTRG) stake by 97% in Q1 2026, selling an estimated $341K and leaving 269 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Banque Cantonale Vaudoise first reported a position in WTRG in Q4 2019 and has held it in 25 quarters since. The position peaked at $675K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Banque Cantonale Vaudoise held 269 shares of Essential Utilities worth $11K as of Q1 2026.
  • Banque Cantonale Vaudoise sold 8,672 Essential Utilities shares in Q1 2026, an estimated $341K.
  • Essential Utilities made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #858 holding.
  • Banque Cantonale Vaudoise first reported a position in Essential Utilities in Q4 2019 and has held it in 25 quarters since.
  • Banque Cantonale Vaudoise's Essential Utilities position peaked at $675K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.