LOAMU
WTRG icon

Lombard Odier Asset Management (USA)’s Essential Utilities WTRG Stock Holding History

Lombard Odier Asset Management (USA)’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
Q2 		– Sell
-86,879
Closed -$3.43M – 396
2025
Q1 		$3.43M Buy
+86,879
New +$3.19M 0.27% 58

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s WTRG Position: Q2 2025 in Review

Lombard Odier Asset Management (USA) sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 86,879 shares — an estimated $3.43M sold.

Lombard Odier Asset Management (USA) first reported a position in WTRG in Q1 2025 and held it in 1 quarter. The position peaked at $3.43M in Q1 2025. 683 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 86,879 Essential Utilities shares in Q2 2025, an estimated $3.43M.
  • Lombard Odier Asset Management (USA) first reported a position in Essential Utilities in Q1 2025 and held it in 1 quarter.
  • Lombard Odier Asset Management (USA)'s Essential Utilities position peaked at $3.43M in Q1 2025.
  • 683 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q2 2025, filed 14 Aug 2025.