MC
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Machina Capital’s Essential Utilities WTRG Stock Holding History

Machina Capital’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 		$565K Buy
+14,019
New +$552K 0.11% 223
2025
Q1 		– Sell
-8,307
Closed -$302K – 390
2024
Q4 		$302K Buy
8,307
+2,220
+36% +$86.2K 0.13% 221
2024
Q3 		$235K Buy
+6,087
New +$239K 0.09% 257
2024
Q2 		– Sell
-8,733
Closed -$324K – 360
2024
Q1 		$324K Buy
8,733
+1,716
+24% +$62.2K 0.17% 196
2023
Q4 		$262K Buy
+7,017
New +$245K 0.17% 207
2023
Q2 		– Sell
-180
Closed -$7.86K – 546
2023
Q1 		$7.86K Buy
+180
New +$8.12K 0.01% 426
2019
Q2 		– Sell
-2,649
Closed -$97K – 652
2019
Q1 		$97K Buy
+2,649
New +$93.4K 0.04% 304

Other funds holding WTRG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return