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Metis Global Partners’s Essential Utilities WTRG Stock Holding History

Metis Global Partners’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
-13,289
Closed -$510K – 776
2025
Q4 		$510K Sell
13,289
-319
-2% -$12.6K 0.01% 592
2025
Q3 		$543K Buy
13,608
+676
+5% +$25.8K 0.01% 588
2025
Q2 		$480K Buy
+12,932
New +$504K 0.01% 600
2024
Q4 		– Sell
-11,350
Closed -$438K – 806
2024
Q3 		$438K Sell
11,350
-499
-4% -$19.6K 0.01% 600
2024
Q2 		$442K Sell
11,849
-329
-3% -$12.2K 0.02% 565
2024
Q1 		$451K Buy
12,178
+756
+7% +$27.4K 0.02% 576
2023
Q4 		$427K Sell
11,422
-608
-5% -$21.2K 0.02% 576
2023
Q3 		$413K Buy
12,030
+1,283
+12% +$49.7K 0.02% 572
2023
Q2 		$429K Buy
10,747
+1,315
+14% +$55.2K 0.02% 551
2023
Q1 		$412K Buy
9,432
+3,694
+64% +$167K 0.03% 523
2022
Q4 		$274K Buy
+5,738
New +$260K 0.02% 544

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Metis Global Partners's WTRG Position: Q1 2026 in Review

Metis Global Partners sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 13,289 shares — an estimated $510K sold.

Metis Global Partners first reported a position in WTRG in Q4 2022 and held it in 11 quarters. The position peaked at $543K in Q3 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Metis Global Partners reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Metis Global Partners sold 13,289 Essential Utilities shares in Q1 2026, an estimated $510K.
  • Metis Global Partners first reported a position in Essential Utilities in Q4 2022 and held it in 11 quarters.
  • Metis Global Partners's Essential Utilities position peaked at $543K in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.