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
-200
Closed -$9K – 6496
2019
Q4 		$9K Buy
200
+100
+100% +$4.5K ﹤0.01% 6116
2019
Q3 		$4K Sell
100
-100
-50% -$4.29K ﹤0.01% 6493
2019
Q2 		$8K Sell
200
-1,000
-83% -$38.9K ﹤0.01% 6617
2019
Q1 		$44K Buy
1,200
+500
+71% +$17.6K ﹤0.01% 5972
2018
Q4 		$24K Buy
700
+300
+75% +$10.4K ﹤0.01% 5820
2018
Q3 		$15K Hold
400
– – ﹤0.01% 6554
2018
Q2 		$14K Buy
400
+300
+300% +$10.3K ﹤0.01% 6386
2018
Q1 		$3K Buy
+100
New +$3.48K ﹤0.01% 6874
2017
Q3 		– Sell
-1,400
Closed -$47K – 7075
2017
Q2 		$47K Hold
1,400
– – ﹤0.01% 5398
2017
Q1 		$45K Sell
1,400
-2,300
-62% -$70.6K ﹤0.01% 5399
2016
Q4 		$111K Buy
3,700
+200
+6% +$5.96K ﹤0.01% 4674
2016
Q3 		$107K Buy
+3,500
New +$113K ﹤0.01% 4472
2016
Q1 		– Sell
-300
Closed -$9K – 6475
2015
Q4 		$9K Sell
300
-2,000
-87% -$57.6K ﹤0.01% 5438
2015
Q3 		$60K Buy
2,300
+1,200
+109% +$30.7K ﹤0.01% 4923
2015
Q2 		$26K Buy
+1,100
New +$28.9K ﹤0.01% 5527
2015
Q1 		– Sell
-3,600
Closed -$94K – 7290
2014
Q4 		$94K Buy
3,600
+2,500
+227% +$64.3K ﹤0.01% 5257
2014
Q3 		$25K Hold
1,100
– – ﹤0.01% 6353
2014
Q2 		$29K Sell
1,100
-7,600
-87% -$191K ﹤0.01% 6312
2014
Q1 		$218K Buy
8,700
+975
+13% +$23.5K ﹤0.01% 4704
2013
Q4 		$178K Buy
7,725
+5,150
+200% +$126K ﹤0.01% 5127
2013
Q3 		$62K Sell
2,575
-1,050
-29% -$26.8K ﹤0.01% 5937
2013
Q2 		$91K Buy
+3,625
New +$92K ﹤0.01% 5865

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.