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Livforsakringsbolaget Skandia’s Essential Utilities WTRG Stock Holding History

Livforsakringsbolaget Skandia’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
-5,300
Closed -$211K – 526
2025
Q3 		$211K Sell
5,300
-2,800
-35% -$107K 0.01% 349
2025
Q2 		$301K Hold
8,100
– – 0.01% 321
2025
Q1 		$320K Hold
8,100
– – 0.02% 314
2024
Q4 		$294K Hold
8,100
– – 0.02% 326
2024
Q3 		$312K Buy
8,100
+7,100
+710% +$279K 0.02% 338
2024
Q2 		$37.3K Sell
1,000
-600
-38% -$22.3K ﹤0.01% 420
2024
Q1 		$59.2K Hold
1,600
– – 0.01% 382
2023
Q4 		$59.7K Hold
1,600
– – 0.01% 373
2023
Q3 		$54.9K Hold
1,600
– – 0.01% 310
2023
Q2 		$63.8K Hold
1,600
– – 0.01% 303
2023
Q1 		$69.8K Buy
1,600
+300
+23% +$13.5K 0.01% 299
2022
Q4 		$62K Hold
1,300
– – 0.01% 306
2022
Q3 		$54K Sell
1,300
-6,000
-82% -$291K 0.01% 311
2022
Q2 		$335K Sell
7,300
-2,700
-27% -$125K 0.03% 279
2022
Q1 		$511K Buy
10,000
+5,100
+104% +$246K 0.03% 270
2021
Q4 		$263K Sell
4,900
-4,900
-50% -$238K 0.02% 439
2021
Q3 		$451K Sell
9,800
-1,900
-16% -$92K 0.03% 356
2021
Q2 		$535K Buy
11,700
+9,400
+409% +$441K 0.03% 339
2021
Q1 		$103K Hold
2,300
– – 0.01% 596
2020
Q4 		$109K Hold
2,300
– – 0.01% 577
2020
Q3 		$93K Hold
2,300
– – 0.01% 561
2020
Q2 		$97K Hold
2,300
– – 0.01% 538
2020
Q1 		$94K Buy
+2,300
New +$109K 0.01% 492

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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 $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Livforsakringsbolaget Skandia's WTRG Position: Q4 2025 in Review

Livforsakringsbolaget Skandia sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 5,300 shares — an estimated $211K sold.

Livforsakringsbolaget Skandia first reported a position in WTRG in Q1 2020 and held it in 23 quarters. The position peaked at $535K in Q2 2021. 693 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Livforsakringsbolaget Skandia reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Livforsakringsbolaget Skandia sold 5,300 Essential Utilities shares in Q4 2025, an estimated $211K.
  • Livforsakringsbolaget Skandia first reported a position in Essential Utilities in Q1 2020 and held it in 23 quarters.
  • Livforsakringsbolaget Skandia's Essential Utilities position peaked at $535K in Q2 2021.
  • 693 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Livforsakringsbolaget Skandia's 13F filing for Q4 2025, filed 11 Feb 2026.