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BTG Pactual Asset Management US’s Essential Utilities WTRG Stock Holding History

BTG Pactual Asset Management US’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
Q2 		– Sell
-217,672
Closed -$8.77M – 555
2026
Q1 		$8.77M Buy
+217,672
New +$8.57M 0.76% 35
2025
Q4 		– Sell
-40,112
Closed -$1.6M – 356
2025
Q3 		$1.6M Sell
40,112
-59,374
-60% -$2.26M 0.08% 86
2025
Q2 		$3.69M Buy
+99,486
New +$3.87M 0.4% 62

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

BTG Pactual Asset Management US's WTRG Position: Q2 2026 in Review

BTG Pactual Asset Management US sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 217,672 shares — an estimated $8.77M sold.

BTG Pactual Asset Management US first reported a position in WTRG in Q2 2025 and held it in 3 quarters. The position peaked at $8.77M in Q1 2026. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • BTG Pactual Asset Management US reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 217,672 Essential Utilities shares in Q2 2026, an estimated $8.77M.
  • BTG Pactual Asset Management US first reported a position in Essential Utilities in Q2 2025 and held it in 3 quarters.
  • BTG Pactual Asset Management US's Essential Utilities position peaked at $8.77M in Q1 2026.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.