Canada Pension Plan Investment Board’s Essential Utilities WTRG Stock Holding History

Canada Pension Plan Investment Board’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	$9.16M	Buy	227,400 +152,500	+204%	+$6M	0.01%	652
2025 Q4	$2.87M	Sell	74,900 -11,586,195	-99%	-$456M	﹤0.01%	880
2025 Q3	$465M	Hold	11,661,095	–	–	0.33%	67
2025 Q2	$433M	Sell	11,661,095 -10,000,000	-46%	-$389M	0.37%	56
2025 Q1	$856M	Hold	21,661,095	–	–	0.83%	27
2024 Q4	$787M	Hold	21,661,095	–	–	0.75%	28
2024 Q3	$835M	Hold	21,661,095	–	–	0.79%	25
2024 Q2	$809M	Hold	21,661,095	–	–	0.79%	23
2024 Q1	$803M	Hold	21,661,095	–	–	0.84%	23
2023 Q4	$809M	Hold	21,661,095	–	–	1.02%	18
2023 Q3	$744M	Hold	21,661,095	–	–	1.09%	15
2023 Q2	$864M	Hold	21,661,095	–	–	1.31%	12
2023 Q1	$946M	Hold	21,661,095	–	–	1.5%	10
2022 Q4	$1.03B	Hold	21,661,095	–	–	1.83%	7
2022 Q3	$896M	Hold	21,661,095	–	–	1.52%	7
2022 Q2	$993M	Hold	21,661,095	–	–	1.65%	7
2022 Q1	$1.11B	Hold	21,661,095	–	–	1.49%	10
2021 Q4	$1.16B	Hold	21,661,095	–	–	1.24%	12
2021 Q3	$998M	Hold	21,661,095	–	–	1.13%	14
2021 Q2	$990M	Hold	21,661,095	–	–	1.18%	13
2021 Q1	$969M	Hold	21,661,095	–	–	1.26%	11
2020 Q4	$1.02B	Hold	21,661,095	–	–	1.53%	9
2020 Q3	$872M	Hold	21,661,095	–	–	1.64%	10
2020 Q2	$915M	Hold	21,661,095	–	–	1.95%	8
2020 Q1	$882M	Buy	+21,661,095	New	+$1.02B	2.32%	5
2017 Q3	–	Sell	-100	Closed	-$3K	–	1193
2017 Q2	$3K	Sell	100 -1,900	-95%	-$62.3K	﹤0.01%	1096
2017 Q1	$64K	Sell	2,000 -34,800	-95%	-$1.07M	﹤0.01%	1075
2016 Q4	$1.1M	Sell	36,800 -82,600	-69%	-$2.46M	﹤0.01%	750
2016 Q3	$3.64M	Sell	119,400 -26,800	-18%	-$869K	0.01%	590
2016 Q2	$5.21M	Buy	146,200 +134,500	+1,150%	+$4.38M	0.02%	512
2016 Q1	$372K	Buy	+11,700	New	+$362K	﹤0.01%	950
2015 Q3	–	Sell	-109,500	Closed	-$2.68M	–	1298
2015 Q2	$2.68M	Sell	109,500 -86,300	-44%	-$2.26M	0.01%	677
2015 Q1	$5.16M	Sell	195,800 -91,700	-32%	-$2.44M	0.02%	592
2014 Q4	$7.68M	Buy	287,500 +68,700	+31%	+$1.77M	0.02%	536
2014 Q3	$5.15M	Buy	218,800 +44,100	+25%	+$1.08M	0.02%	600
2014 Q2	$4.58M	Sell	174,700 -335,400	-66%	-$8.43M	0.02%	635
2014 Q1	$12.8M	Buy	510,100 +151,700	+42%	+$3.66M	0.05%	372
2013 Q4	$8.46M	Buy	358,400 +356,900	+23,793%	+$8.7M	0.03%	470
2013 Q3	$37K	Sell	1,500 -1,250	-45%	-$31.9K	﹤0.01%	1045
2013 Q2	$69K	Buy	+2,750	New	+$69.8K	﹤0.01%	795

Other funds holding WTRG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Canada Pension Plan Investment Board's WTRG Position: Q1 2026 in Review

Canada Pension Plan Investment Board increased its Essential Utilities (WTRG) stake by 204% in Q1 2026, buying an estimated $6M and bringing the position to 227,400 shares worth $9.16M. The position accounts for 0.01% of the portfolio, ranked #652.

Canada Pension Plan Investment Board first reported a position in WTRG in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.16B in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Canada Pension Plan Investment Board held 227,400 shares of Essential Utilities worth $9.16M as of Q1 2026.
Canada Pension Plan Investment Board bought 152,500 Essential Utilities shares in Q1 2026, an estimated $6M.
Essential Utilities made up 0.01% of Canada Pension Plan Investment Board's portfolio in Q1 2026, its #652 holding.
Canada Pension Plan Investment Board first reported a position in Essential Utilities in Q2 2013 and has held it in 40 quarters since.
Canada Pension Plan Investment Board's Essential Utilities position peaked at $1.16B in Q4 2021.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.