Barclays
WTRG icon

Barclays’s Essential Utilities WTRG Stock Holding History

Barclays’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
2020
Q1 		– Sell
-7,700
Closed -$361K – 6494
2019
Q4 		$361K Buy
7,700
+5,900
+328% +$266K ﹤0.01% 4562
2019
Q3 		$81K Buy
1,800
+1,600
+800% +$68.7K ﹤0.01% 5630
2019
Q2 		$8K Sell
200
-4,800
-96% -$187K ﹤0.01% 6616
2019
Q1 		$182K Buy
5,000
+4,800
+2,400% +$169K ﹤0.01% 4892
2018
Q4 		$7K Sell
200
-30,700
-99% -$1.06M ﹤0.01% 6343
2018
Q3 		$1.14M Buy
30,900
+27,600
+836% +$1.02M ﹤0.01% 3502
2018
Q2 		$116K Buy
3,300
+1,000
+43% +$34.3K ﹤0.01% 5142
2018
Q1 		$78K Sell
2,300
-100
-4% -$3.48K ﹤0.01% 5573
2017
Q4 		$94K Sell
2,400
-100
-4% -$3.65K ﹤0.01% 5287
2017
Q3 		$83K Buy
2,500
+1,500
+150% +$50.3K ﹤0.01% 5055
2017
Q2 		$33K Buy
1,000
+100
+11% +$3.28K ﹤0.01% 5561
2017
Q1 		$29K Sell
900
-400
-31% -$12.3K ﹤0.01% 5631
2016
Q4 		$39K Buy
1,300
+300
+30% +$8.95K ﹤0.01% 5316
2016
Q3 		$30K Hold
1,000
– – ﹤0.01% 5273
2016
Q2 		$36K Buy
1,000
+200
+25% +$6.51K ﹤0.01% 5011
2016
Q1 		$25K Buy
+800
New +$24.8K ﹤0.01% 5131
2015
Q4 		– Sell
-300
Closed -$8K – 6654
2015
Q3 		$8K Buy
+300
New +$7.68K ﹤0.01% 5880
2015
Q2 		– Sell
-300
Closed -$8K – 7234
2015
Q1 		$8K Sell
300
-6,800
-96% -$181K ﹤0.01% 6361
2014
Q4 		$185K Buy
7,100
+2,600
+58% +$66.8K ﹤0.01% 4712
2014
Q3 		$104K Buy
4,500
+3,500
+350% +$85.5K ﹤0.01% 5291
2014
Q2 		$26K Sell
1,000
-3,300
-77% -$83K ﹤0.01% 6378
2014
Q1 		$108K Buy
4,300
+1,600
+59% +$38.6K ﹤0.01% 5379
2013
Q4 		$62K Sell
2,700
-2,200
-45% -$53.6K ﹤0.01% 6030
2013
Q3 		$118K Sell
4,900
-9,225
-65% -$235K ﹤0.01% 5488
2013
Q2 		$354K Buy
+14,125
New +$359K ﹤0.01% 4610

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

Barclays's WTRG Position: Q1 2026 in Review

Barclays reduced its Essential Utilities (WTRG) stake by 57% in Q1 2026, selling an estimated $12.3M and leaving 236,384 shares worth $9.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Barclays first reported a position in WTRG in Q2 2013 and has held it in 44 quarters since. The position peaked at $25.8M in Q3 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Barclays held 236,384 shares of Essential Utilities worth $9.52M as of Q1 2026.
  • Barclays sold 313,024 Essential Utilities shares in Q1 2026, an estimated $12.3M.
  • Essential Utilities made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #1474 holding.
  • Barclays first reported a position in Essential Utilities in Q2 2013 and has held it in 44 quarters since.
  • Barclays's Essential Utilities position peaked at $25.8M in Q3 2025.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.