Los Angeles Capital Management
WTRG icon

Los Angeles Capital Management’s Essential Utilities WTRG Stock Holding History

Los Angeles Capital 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
-1,320
Closed -$51.2K – 2625
2025
Q4 		$51.2K Buy
+1,320
New +$51.9K ﹤0.01% 1589
2019
Q4 		– Sell
-74,556
Closed -$3.34M – 1360
2019
Q3 		$3.34M Sell
74,556
-79,891
-52% -$3.43M 0.02% 499
2019
Q2 		$6.39M Buy
154,447
+43,810
+40% +$1.7M 0.03% 391
2019
Q1 		$4.03M Sell
110,637
-2,620
-2% -$92.4K 0.02% 478
2018
Q4 		$3.87M Buy
113,257
+5,390
+5% +$187K 0.02% 414
2018
Q3 		$3.98M Buy
107,867
+45,610
+73% +$1.69M 0.02% 498
2018
Q2 		$2.19M Sell
62,257
-3,500
-5% -$120K 0.01% 668
2018
Q1 		$2.24M Buy
65,757
+3,960
+6% +$138K 0.01% 607
2017
Q4 		$2.42M Hold
61,797
– – 0.01% 612
2017
Q3 		$2.05M Sell
61,797
-114,280
-65% -$3.83M 0.01% 612
2017
Q2 		$5.86M Sell
176,077
-15,324
-8% -$502K 0.04% 407
2017
Q1 		$6.15M Sell
191,401
-82,706
-30% -$2.54M 0.04% 377
2016
Q4 		$8.23M Sell
274,107
-14,874
-5% -$444K 0.06% 332
2016
Q3 		$8.81M Sell
288,981
-37,185
-11% -$1.21M 0.07% 323
2016
Q2 		$11.6M Sell
326,166
-8,690
-3% -$283K 0.1% 238
2016
Q1 		$10.7M Buy
334,856
+7,920
+2% +$245K 0.1% 216
2015
Q4 		$9.74M Buy
326,936
+38,055
+13% +$1.1M 0.09% 244
2015
Q3 		$7.65M Buy
288,881
+273,460
+1,773% +$7M 0.07% 284
2015
Q2 		$378K Hold
15,421
– – ﹤0.01% 1004
2015
Q1 		$406K Buy
15,421
+90
+0.6% +$2.4K ﹤0.01% 982
2014
Q4 		$409K Buy
+15,331
New +$394K ﹤0.01% 883
2013
Q4 		– Sell
-38,311
Closed -$947K – 1336
2013
Q3 		$947K Buy
38,311
+312
+0.8% +$7.96K 0.01% 691
2013
Q2 		$951K Buy
+37,999
New +$965K 0.01% 675

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Los Angeles Capital Management's WTRG Position: Q1 2026 in Review

Los Angeles Capital Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 1,320 shares — an estimated $51.2K sold.

Los Angeles Capital Management first reported a position in WTRG in Q2 2013 and held it in 23 quarters. The position peaked at $11.6M in Q2 2016. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Los Angeles Capital Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Los Angeles Capital Management sold 1,320 Essential Utilities shares in Q1 2026, an estimated $51.2K.
  • Los Angeles Capital Management first reported a position in Essential Utilities in Q2 2013 and held it in 23 quarters.
  • Los Angeles Capital Management's Essential Utilities position peaked at $11.6M in Q2 2016.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.