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Elo Mutual Pension Insurance’s Essential Utilities WTRG Stock Holding History

Elo Mutual Pension Insurance’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
2025
Q4 		– Sell
-57,388
Closed -$2.29M – 737
2025
Q3 		$2.29M Buy
57,388
+27,008
+89% +$1.03M 0.04% 337
2025
Q2 		$1.13M Buy
+30,380
New +$1.18M 0.02% 419
2025
Q1 		– Sell
-20,672
Closed -$751K – 694
2024
Q4 		$751K Sell
20,672
-2,233
-10% -$86.7K 0.02% 469
2024
Q3 		$883K Sell
22,905
-250
-1% -$9.82K 0.02% 446
2024
Q2 		$864K Sell
23,155
-568
-2% -$21.1K 0.02% 429
2024
Q1 		$879K Buy
23,723
+1,785
+8% +$64.7K 0.02% 439
2023
Q4 		$819K Buy
21,938
+917
+4% +$32K 0.02% 446
2023
Q3 		$722K Buy
21,021
+483
+2% +$18.7K 0.02% 431
2023
Q2 		$820K Buy
20,538
+551
+3% +$23.1K 0.02% 415
2023
Q1 		$872K Buy
19,987
+800
+4% +$36.1K 0.03% 388
2022
Q4 		$916K Buy
19,187
+489
+3% +$22.1K 0.03% 373
2022
Q3 		$774K Sell
18,698
-186
-1% -$9.01K 0.03% 387
2022
Q2 		$866K Hold
18,884
– – 0.03% 395
2022
Q1 		$966K Buy
18,884
+1,529
+9% +$73.8K 0.03% 438
2021
Q4 		$932K Buy
17,355
+814
+5% +$39.5K 0.03% 396
2021
Q3 		$762K Hold
16,541
– – 0.02% 384
2021
Q2 		$756K Sell
16,541
-269
-2% -$12.6K 0.03% 387
2021
Q1 		$752K Buy
16,810
+252
+2% +$11.4K 0.03% 386
2020
Q4 		$783K Buy
+16,558
New +$736K 0.03% 367

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Elo Mutual Pension Insurance's WTRG Position: Q4 2025 in Review

Elo Mutual Pension Insurance sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 57,388 shares — an estimated $2.29M sold.

Elo Mutual Pension Insurance first reported a position in WTRG in Q4 2020 and held it in 19 quarters. The position peaked at $2.29M in Q3 2025. 692 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Elo Mutual Pension Insurance reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 57,388 Essential Utilities shares in Q4 2025, an estimated $2.29M.
  • Elo Mutual Pension Insurance first reported a position in Essential Utilities in Q4 2020 and held it in 19 quarters.
  • Elo Mutual Pension Insurance's Essential Utilities position peaked at $2.29M in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Elo Mutual Pension Insurance's 13F filing for Q4 2025, filed 12 Feb 2026.