Bessemer Group
WTRG icon

Bessemer Group’s Essential Utilities WTRG Stock Holding History

Bessemer Group’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 		$52K Buy
1,293
+38
+3% +$1.5K ﹤0.01% 1666
2025
Q4 		$49K Buy
1,255
+141
+13% +$5.55K ﹤0.01% 1648
2025
Q3 		$45K Buy
1,114
+338
+44% +$12.9K ﹤0.01% 1463
2025
Q2 		$29K Buy
776
+69
+10% +$2.69K ﹤0.01% 1464
2025
Q1 		$28K Sell
707
-858
-55% -$31.5K ﹤0.01% 1432
2024
Q4 		$56K Buy
1,565
+778
+99% +$30.2K ﹤0.01% 1276
2024
Q3 		$31K Buy
787
+375
+91% +$14.7K ﹤0.01% 1439
2024
Q2 		$15K Hold
412
– – ﹤0.01% 1439
2024
Q1 		$15K Sell
412
-47,985
-99% -$1.74M ﹤0.01% 1482
2023
Q4 		$1.81M Sell
48,397
-2,528
-5% -$88.2K ﹤0.01% 509
2023
Q3 		$1.75M Sell
50,925
-157
-0.3% -$6.08K ﹤0.01% 495
2023
Q2 		$2.04M Buy
51,082
+76
+0.1% +$3.19K ﹤0.01% 480
2023
Q1 		$2.23M Buy
51,006
+43
+0.1% +$1.94K 0.01% 440
2022
Q4 		$2.43M Buy
50,963
+230
+0.5% +$10.4K 0.01% 424
2022
Q3 		$2.1M Sell
50,733
-1,607
-3% -$77.9K 0.01% 440
2022
Q2 		$2.4M Buy
52,340
+48,915
+1,428% +$2.27M 0.01% 409
2022
Q1 		$175K Sell
3,425
-83
-2% -$4K ﹤0.01% 858
2021
Q4 		$188K Buy
3,508
+83
+2% +$4.03K ﹤0.01% 863
2021
Q3 		$158K Hold
3,425
– – ﹤0.01% 839
2021
Q2 		$157K Buy
3,425
+3,200
+1,422% +$150K ﹤0.01% 842
2021
Q1 		$10K Buy
+225
New +$10.2K ﹤0.01% 1317
2017
Q4 		– Sell
-622
Closed -$21K – 1837
2017
Q3 		$21K Hold
622
– – ﹤0.01% 1488
2017
Q2 		$21K Buy
622
+1
+0.2% +$33 ﹤0.01% 1473
2017
Q1 		$20K Buy
621
+123
+25% +$3.78K ﹤0.01% 1452
2016
Q4 		$15K Hold
498
– – ﹤0.01% 1576
2016
Q3 		$15K Hold
498
– – ﹤0.01% 1443
2016
Q2 		$18K Buy
+498
New +$16.2K ﹤0.01% 1008
2015
Q4 		– Sell
-40
Closed -$1K – 1740
2015
Q3 		$1K Buy
+40
New +$1.02K ﹤0.01% 1563

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

Bessemer Group's WTRG Position: Q1 2026 in Review

Bessemer Group increased its Essential Utilities (WTRG) stake by 3% in Q1 2026, buying an estimated $1.5K and bringing the position to 1,293 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Bessemer Group first reported a position in WTRG in Q3 2015 and has held it in 28 quarters since. The position peaked at $2.43M in Q4 2022. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Bessemer Group held 1,293 shares of Essential Utilities worth $52K as of Q1 2026.
  • Bessemer Group bought 38 Essential Utilities shares in Q1 2026, an estimated $1.5K.
  • Essential Utilities made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1666 holding.
  • Bessemer Group first reported a position in Essential Utilities in Q3 2015 and has held it in 28 quarters since.
  • Bessemer Group's Essential Utilities position peaked at $2.43M in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.