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INTECH Investment Management’s Essential Utilities WTRG Stock Holding History

INTECH Investment Management’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 		– Sell
-14,224
Closed -$546K – 2369
2025
Q4 		$546K Sell
14,224
-32,110
-69% -$1.26M ﹤0.01% 1466
2025
Q3 		$1.85M Buy
46,334
+16,863
+57% +$643K 0.02% 817
2025
Q2 		$1.09M Buy
29,471
+13,916
+89% +$542K 0.01% 1140
2025
Q1 		$615K Buy
15,555
+7,891
+103% +$290K 0.01% 1506
2024
Q4 		$278K Sell
7,664
-15,537
-67% -$603K ﹤0.01% 1869
2024
Q3 		$895K Sell
23,201
-22,741
-49% -$894K 0.01% 879
2024
Q2 		$1.72M Buy
45,942
+28,010
+156% +$1.04M 0.02% 486
2024
Q1 		$664K Buy
17,932
+4,009
+29% +$145K 0.01% 509
2023
Q4 		$520K Sell
13,923
-260
-2% -$9.07K 0.01% 538
2023
Q3 		$487K Sell
14,183
-6,147
-30% -$238K 0.01% 584
2023
Q2 		$811K Buy
20,330
+5,624
+38% +$236K 0.01% 509
2023
Q1 		$642K Sell
14,706
-793
-5% -$35.8K 0.01% 582
2022
Q4 		$740K Buy
15,499
+793
+5% +$35.9K 0.01% 560
2022
Q3 		$609K Hold
14,706
– – ﹤0.01% 567
2022
Q2 		$674K Buy
+14,706
New +$683K ﹤0.01% 577

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

INTECH Investment Management's WTRG Position: Q1 2026 in Review

INTECH Investment Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 14,224 shares — an estimated $546K sold.

INTECH Investment Management first reported a position in WTRG in Q2 2022 and held it in 15 quarters. The position peaked at $1.85M in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • INTECH Investment Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • INTECH Investment Management sold 14,224 Essential Utilities shares in Q1 2026, an estimated $546K.
  • INTECH Investment Management first reported a position in Essential Utilities in Q2 2022 and held it in 15 quarters.
  • INTECH Investment Management's Essential Utilities position peaked at $1.85M in Q3 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.