California Public Employees Retirement System
WTRG icon

California Public Employees Retirement System’s Essential Utilities WTRG Stock Holding History

California Public Employees Retirement System’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 		$24.5M Sell
608,797
-157,556
-21% -$6.2M 0.02% 553
2025
Q4 		$29.4M Sell
766,353
-123,255
-14% -$4.85M 0.02% 510
2025
Q3 		$35.5M Sell
889,608
-113,424
-11% -$4.32M 0.02% 469
2025
Q2 		$37.3M Sell
1,003,032
-110,418
-10% -$4.3M 0.02% 452
2025
Q1 		$44M Buy
1,113,450
+65,744
+6% +$2.41M 0.03% 402
2024
Q4 		$38.1M Sell
1,047,706
-27,627
-3% -$1.07M 0.03% 454
2024
Q3 		$41.5M Sell
1,075,333
-68,319
-6% -$2.68M 0.03% 439
2024
Q2 		$42.7M Sell
1,143,652
-109,308
-9% -$4.06M 0.03% 418
2024
Q1 		$46.4M Buy
1,252,960
+823,254
+192% +$29.9M 0.03% 420
2023
Q4 		$16M Sell
429,706
-8,877
-2% -$310K 0.01% 689
2023
Q3 		$15.1M Buy
438,583
+22,152
+5% +$858K 0.01% 684
2023
Q2 		$16.6M Sell
416,431
-13,251
-3% -$556K 0.01% 666
2023
Q1 		$18.8M Sell
429,682
-83,669
-16% -$3.77M 0.02% 610
2022
Q4 		$24.5M Sell
513,351
-13,676
-3% -$619K 0.02% 544
2022
Q3 		$21.8M Buy
527,027
+107,563
+26% +$5.21M 0.02% 566
2022
Q2 		$19.2M Sell
419,464
-21,448
-5% -$996K 0.02% 564
2022
Q1 		$22.5M Sell
440,912
-32,221
-7% -$1.55M 0.02% 566
2021
Q4 		$25.4M Sell
473,133
-34,759
-7% -$1.69M 0.02% 582
2021
Q3 		$23.4M Sell
507,892
-6,699
-1% -$324K 0.02% 609
2021
Q2 		$23.5M Sell
514,591
-53,665
-9% -$2.52M 0.02% 623
2021
Q1 		$25.4M Sell
568,256
-14,692
-3% -$663K 0.02% 605
2020
Q4 		$27.6M Buy
582,948
+67,905
+13% +$3.02M 0.02% 564
2020
Q3 		$20.7M Sell
515,043
-32,958
-6% -$1.42M 0.02% 565
2020
Q2 		$23.1M Buy
548,001
+61,477
+13% +$2.6M 0.02% 504
2020
Q1 		$19.8M Sell
486,524
-6,324
-1% -$298K 0.02% 482
2019
Q4 		$23.1M Buy
492,848
+50,494
+11% +$2.27M 0.02% 572
2019
Q3 		$19.8M Buy
442,354
+117,778
+36% +$5.06M 0.02% 575
2019
Q2 		$13.4M Buy
324,576
+25,122
+8% +$977K 0.02% 638
2019
Q1 		$10.9M Buy
299,454
+16,839
+6% +$594K 0.01% 759
2018
Q4 		$9.66M Sell
282,615
-13,735
-5% -$476K 0.01% 772
2018
Q3 		$10.9M Sell
296,350
-52,089
-15% -$1.93M 0.01% 845
2018
Q2 		$12.3M Sell
348,439
-45,297
-12% -$1.55M 0.02% 789
2018
Q1 		$13.4M Sell
393,736
-158,778
-29% -$5.53M 0.02% 749
2017
Q4 		$21.7M Buy
552,514
+39,934
+8% +$1.46M 0.03% 574
2017
Q3 		$17M Buy
512,580
+25,030
+5% +$839K 0.03% 625
2017
Q2 		$16.2M Buy
487,550
+10,100
+2% +$331K 0.03% 617
2017
Q1 		$15.3M Sell
477,450
-9,200
-2% -$283K 0.03% 646
2016
Q4 		$14.6M Sell
486,650
-78,000
-14% -$2.33M 0.02% 645
2016
Q3 		$17.2M Buy
564,650
+700
+0.1% +$22.7K 0.03% 586
2016
Q2 		$20.1M Sell
563,950
-11,900
-2% -$387K 0.03% 517
2016
Q1 		$18.3M Sell
575,850
-20,700
-3% -$641K 0.03% 558
2015
Q4 		$17.8M Buy
596,550
+41,200
+7% +$1.19M 0.03% 595
2015
Q3 		$14.7M Buy
555,350
+2,200
+0.4% +$56.3K 0.03% 655
2015
Q2 		$13.5M Sell
553,150
-3,100
-0.6% -$81.3K 0.02% 744
2015
Q1 		$15.4M Hold
556,250
– – 0.02% 733
2014
Q4 		$15.4M Buy
556,250
+3,300
+0.6% +$84.8K 0.02% 733
2014
Q3 		$13M Buy
552,950
+2,100
+0.4% +$51.3K 0.02% 793
2014
Q2 		$14.4M Sell
550,850
-19,188
-3% -$483K 0.02% 795
2014
Q1 		$14.4M Buy
570,038
+12,300
+2% +$297K 0.02% 767
2013
Q4 		$13.3M Buy
557,738
+129,184
+30% +$3.15M 0.02% 794
2013
Q3 		$10.6M Buy
428,554
+3,775
+0.9% +$96.3K 0.02% 791
2013
Q2 		$10.6M Buy
+424,779
New +$10.8M 0.02% 746

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.61T 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 $105B AUM 38.07% 1-Year Est. Return

California Public Employees Retirement System's WTRG Position: Q1 2026 in Review

California Public Employees Retirement System reduced its Essential Utilities (WTRG) stake by 21% in Q1 2026, selling an estimated $6.2M and leaving 608,797 shares worth $24.5M. The position accounts for 0.02% of the portfolio, ranked #553.

California Public Employees Retirement System first reported a position in WTRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $46.4M in Q1 2024. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • California Public Employees Retirement System held 608,797 shares of Essential Utilities worth $24.5M as of Q1 2026.
  • California Public Employees Retirement System sold 157,556 Essential Utilities shares in Q1 2026, an estimated $6.2M.
  • Essential Utilities made up 0.02% of California Public Employees Retirement System's portfolio in Q1 2026, its #553 holding.
  • California Public Employees Retirement System first reported a position in Essential Utilities in Q2 2013 and has held it in 52 quarters since.
  • California Public Employees Retirement System's Essential Utilities position peaked at $46.4M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on California Public Employees Retirement System's 13F filing for Q1 2026, filed 6 May 2026.