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Fjarde Ap-fonden’s Essential Utilities WTRG Stock Holding History

Fjarde Ap-fonden’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
-181,286
Closed -$7.3M – 540
2026
Q1 		$7.3M Buy
181,286
+112,950
+165% +$4.45M 0.04% 352
2025
Q4 		$2.62M Buy
+68,336
New +$2.69M 0.02% 436
2024
Q1 		– Sell
-4,873
Closed -$182K – 555
2023
Q4 		$182K Sell
4,873
-176,147
-97% -$6.15M ﹤0.01% 545
2023
Q3 		$6.21M Sell
181,020
-104,166
-37% -$4.04M 0.08% 255
2023
Q2 		$11.4M Buy
285,186
+51,400
+22% +$2.16M 0.14% 155
2023
Q1 		$10.2M Sell
233,786
-115,000
-33% -$5.19M 0.14% 169
2022
Q4 		$16.6M Buy
+348,786
New +$15.8M 0.24% 103
2022
Q2 		– Sell
-156,274
Closed -$7.99M – 562
2022
Q1 		$7.99M Sell
156,274
-68,225
-30% -$3.29M 0.08% 269
2021
Q4 		$12.1M Sell
224,499
-63,897
-22% -$3.1M 0.11% 191
2021
Q3 		$13.3M Sell
288,396
-66,360
-19% -$3.21M 0.12% 161
2021
Q2 		$16.2M Sell
354,756
-28,900
-8% -$1.36M 0.15% 138
2021
Q1 		$17.2M Buy
383,656
+30,400
+9% +$1.37M 0.16% 129
2020
Q4 		$16.7M Buy
353,256
+122,600
+53% +$5.45M 0.16% 128
2020
Q3 		$9.28M Buy
230,656
+13,600
+6% +$584K 0.1% 188
2020
Q2 		$9.17M Buy
217,056
+3,300
+2% +$139K 0.12% 179
2020
Q1 		$8.7M Buy
213,756
+2,800
+1% +$132K 0.14% 138
2019
Q4 		$9.9M Buy
+210,956
New +$9.5M 0.12% 170

Other funds holding WTRG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Fjarde Ap-fonden's WTRG Position: Q2 2026 in Review

Fjarde Ap-fonden sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 181,286 shares — an estimated $7.3M sold.

Fjarde Ap-fonden first reported a position in WTRG in Q4 2019 and held it in 17 quarters. The position peaked at $17.2M in Q1 2021. 223 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Fjarde Ap-fonden reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Fjarde Ap-fonden sold 181,286 Essential Utilities shares in Q2 2026, an estimated $7.3M.
  • Fjarde Ap-fonden first reported a position in Essential Utilities in Q4 2019 and held it in 17 quarters.
  • Fjarde Ap-fonden's Essential Utilities position peaked at $17.2M in Q1 2021.
  • 223 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Fjarde Ap-fonden's 13F filing for Q2 2026, filed 29 Jul 2026.