BCIM
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British Columbia Investment Management’s Essential Utilities WTRG Stock Holding History

British Columbia Investment Management’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 		– Sell
-49,668
Closed -$1.91M – 722
2025
Q4 		$1.91M Buy
49,668
+9,347
+23% +$368K 0.01% 630
2025
Q3 		$1.61M Sell
40,321
-847
-2% -$32.3K 0.01% 620
2025
Q2 		$1.53M Sell
41,168
-8,711
-17% -$339K 0.01% 631
2025
Q1 		$1.97M Buy
49,879
+102
+0.2% +$3.75K 0.01% 629
2024
Q4 		$1.81M Buy
49,777
+6,428
+15% +$249K 0.01% 646
2024
Q3 		$1.67M Sell
43,349
-6,414
-13% -$252K 0.01% 645
2024
Q2 		$1.86M Buy
49,763
+18,765
+61% +$696K 0.01% 628
2024
Q1 		$1.15M Buy
30,998
+2,088
+7% +$75.7K 0.01% 701
2023
Q4 		$1.08M Buy
28,910
+6,084
+27% +$212K 0.01% 693
2023
Q3 		$784K Buy
22,826
+911
+4% +$35.3K 0.01% 694
2023
Q2 		$875K Hold
21,915
– – 0.01% 687
2023
Q1 		$957K Hold
21,915
– – 0.01% 656
2022
Q4 		$1.05M Sell
21,915
-2,635
-11% -$119K 0.01% 613
2022
Q3 		$1.02M Sell
24,550
-3,225
-12% -$156K 0.01% 639
2022
Q2 		$1.27M Sell
27,775
-9,303
-25% -$432K 0.01% 645
2022
Q1 		$1.9M Sell
37,078
-3,919
-10% -$189K 0.01% 671
2021
Q4 		$2.2M Sell
40,997
-2,143
-5% -$104K 0.01% 673
2021
Q3 		$1.99M Hold
43,140
– – 0.01% 698
2021
Q2 		$1.97M Buy
43,140
+4,937
+13% +$232K 0.01% 716
2021
Q1 		$1.71M Sell
38,203
-1,081
-3% -$48.8K 0.01% 703
2020
Q4 		$1.86M Sell
39,284
-1,089
-3% -$48.4K 0.01% 678
2020
Q3 		$1.63M Buy
40,373
+4,673
+13% +$201K 0.01% 652
2020
Q2 		$1.51M Buy
35,700
+12,090
+51% +$511K 0.02% 628
2020
Q1 		$961K Sell
23,610
-27,236
-54% -$1.29M 0.02% 567
2019
Q4 		$2.39M Buy
+50,846
New +$2.29M 0.02% 622

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

British Columbia Investment Management's WTRG Position: Q1 2026 in Review

British Columbia Investment Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 49,668 shares — an estimated $1.91M sold.

British Columbia Investment Management first reported a position in WTRG in Q4 2019 and held it in 25 quarters. The position peaked at $2.39M in Q4 2019. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • British Columbia Investment Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • British Columbia Investment Management sold 49,668 Essential Utilities shares in Q1 2026, an estimated $1.91M.
  • British Columbia Investment Management first reported a position in Essential Utilities in Q4 2019 and held it in 25 quarters.
  • British Columbia Investment Management's Essential Utilities position peaked at $2.39M in Q4 2019.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on British Columbia Investment Management's 13F filing for Q1 2026, filed 14 May 2026.