Första AP-fonden’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-68,300
| Closed | -$2.62M | – | 526 |
|
|
2025
Q4 | $2.62M | Sell |
68,300
-6,200
| -8% | -$244K | 0.02% | 504 |
|
|
2025
Q3 | $2.97M | Buy |
74,500
+10,300
| +16% | +$393K | 0.02% | 484 |
|
|
2025
Q2 | $2.38M | Sell |
64,200
-6,100
| -9% | -$238K | 0.02% | 509 |
|
|
2025
Q1 | $2.78M | Buy |
70,300
+600
| +0.9% | +$22K | 0.02% | 486 |
|
|
2024
Q4 | $2.53M | Sell |
69,700
-1,400
| -2% | -$54.3K | 0.02% | 526 |
|
|
2024
Q3 | $2.74M | Buy |
71,100
+21,100
| +42% | +$829K | 0.02% | 507 |
|
|
2024
Q2 | $1.87M | Sell |
50,000
-12,400
| -20% | -$460K | 0.02% | 525 |
|
|
2024
Q1 | $2.31M | Buy |
62,400
+11,300
| +22% | +$410K | 0.02% | 526 |
|
|
2023
Q4 | $1.91M | Sell |
51,100
-19,900
| -28% | -$695K | 0.02% | 543 |
|
|
2023
Q3 | $2.44M | Buy |
71,000
+14,300
| +25% | +$554K | 0.03% | 501 |
|
|
2023
Q2 | $2.26M | Buy |
+56,700
| New | +$2.38M | 0.02% | 509 |
|
|
2023
Q1 | – | Sell |
-53,600
| Closed | -$2.56M | – | 558 |
|
|
2022
Q4 | $2.56M | Sell |
53,600
-133,700
| -71% | -$6.05M | 0.03% | 495 |
|
|
2022
Q3 | $7.75M | Buy |
187,300
+65,500
| +54% | +$3.17M | 0.09% | 239 |
|
|
2022
Q2 | $5.58M | Buy |
121,800
+109,800
| +915% | +$5.1M | 0.07% | 312 |
|
|
2022
Q1 | $614K | Buy |
+12,000
| New | +$579K | 0.01% | 538 |
|
|
2021
Q4 | – | Sell |
-6,600
| Closed | -$304K | – | 596 |
|
|
2021
Q3 | $304K | Buy |
+6,600
| New | +$320K | ﹤0.01% | 541 |
|
|
2021
Q2 | – | Sell |
-45,900
| Closed | -$2.05M | – | 570 |
|
|
2021
Q1 | $2.05M | Buy |
+45,900
| New | +$2.07M | 0.03% | 490 |
|
|
2020
Q4 | – | Sell |
-40,500
| Closed | -$1.63M | – | 557 |
|
|
2020
Q3 | $1.63M | Buy |
40,500
+7,700
| +23% | +$331K | 0.03% | 459 |
|
|
2020
Q2 | $1.39M | Sell |
32,800
-5,700
| -15% | -$241K | 0.04% | 457 |
|
|
2020
Q1 | $1.57M | Buy |
+38,500
| New | +$1.82M | 0.06% | 383 |
|
|
2019
Q4 | – | Sell |
-40,500
| Closed | -$1.82M | – | 338 |
|
|
2019
Q3 | $1.82M | Hold |
40,500
| – | – | 0.08% | 188 |
|
|
2019
Q2 | $1.68M | Hold |
40,500
| – | – | 0.08% | 149 |
|
|
2019
Q1 | $1.48M | Hold |
40,500
| – | – | 0.07% | 155 |
|
|
2018
Q4 | $1.39M | Sell |
40,500
-600
| -1% | -$20.8K | 0.07% | 162 |
|
|
2018
Q3 | $1.52M | Sell |
41,100
-13,900
| -25% | -$514K | 0.06% | 166 |
|
|
2018
Q2 | $1.94M | Sell |
55,000
-5,500
| -9% | -$188K | 0.07% | 164 |
|
|
2018
Q1 | $2.06M | Sell |
60,500
-35,300
| -37% | -$1.23M | 0.07% | 207 |
|
|
2017
Q4 | $3.76M | Sell |
95,800
-92,500
| -49% | -$3.37M | 0.14% | 148 |
|
|
2017
Q3 | $6.25M | Hold |
188,300
| – | – | 0.22% | 118 |
|
|
2017
Q2 | $6.27M | Buy |
188,300
+141,100
| +299% | +$4.63M | 0.18% | 153 |
|
|
2017
Q1 | $1.52M | Buy |
+47,200
| New | +$1.45M | 0.05% | 226 |
|
Other funds holding WTRG
Första AP-fonden's WTRG Position: Q1 2026 in Review
Första AP-fonden sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 68,300 shares — an estimated $2.62M sold.
Första AP-fonden first reported a position in WTRG in Q1 2017 and held it in 31 quarters. The position peaked at $7.75M in Q3 2022. 698 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Första AP-fonden reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
- Första AP-fonden sold 68,300 Essential Utilities shares in Q1 2026, an estimated $2.62M.
- Första AP-fonden first reported a position in Essential Utilities in Q1 2017 and held it in 31 quarters.
- Första AP-fonden's Essential Utilities position peaked at $7.75M in Q3 2022.
- 698 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Första AP-fonden's 13F filing for Q1 2026.