M&G plc’s Essential Utilities WTRG Stock Holding History

M&G plc’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 Q3	–	Sell	-13,025	Closed	-$482K	–	464
2025 Q2	$482K	Hold	13,025	–	–	﹤0.01%	373
2025 Q1	$521K	Hold	13,025	–	–	﹤0.01%	381
2024 Q4	$469K	Hold	13,025	–	–	﹤0.01%	387
2024 Q3	$508K	Hold	13,025	–	–	﹤0.01%	386
2024 Q2	$482K	Buy	+13,025	New	+$483K	﹤0.01%	371

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

M&G plc's WTRG Position: Q3 2025 in Review

M&G plc sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 13,025 shares — an estimated $482K sold.

M&G plc first reported a position in WTRG in Q2 2024 and held it in 5 quarters. The position peaked at $521K in Q1 2025. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

M&G plc reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
M&G plc sold 13,025 Essential Utilities shares in Q3 2025, an estimated $482K.
M&G plc first reported a position in Essential Utilities in Q2 2024 and held it in 5 quarters.
M&G plc's Essential Utilities position peaked at $521K in Q1 2025.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on M&G plc's 13F filing for Q3 2025, filed 7 Nov 2025.