Mirova’s Essential Utilities WTRG Stock Holding History

Mirova’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 Q2	$15.3M	Buy	398,722 +5,996	+2%	+$229K	0.56%	53
2026 Q1	$15.8M	Buy	+392,726	New	+$15.5M	0.64%	50
2021 Q4	–	Sell	-23,722	Closed	-$1.09M	–	207
2021 Q3	$1.09M	Buy	23,722 +2,128	+10%	+$103K	0.14%	81
2021 Q2	$986K	Buy	21,594 +740	+4%	+$34.7K	0.12%	75
2021 Q1	$933K	Sell	20,854 -523,165	-96%	-$23.6M	0.11%	76
2020 Q4	$25.7M	Sell	544,019 -396,863	-42%	-$17.6M	3.31%	7
2020 Q3	$37.9M	Buy	940,882 +322,192	+52%	+$13.8M	6.1%	8
2020 Q2	$26.1M	Buy	618,690 +331,943	+116%	+$14M	6%	6
2020 Q1	$11.7M	Hold	286,747	–	–	4.42%	6
2019 Q4	$13.5M	Sell	286,747 -25,000	-8%	-$1.13M	4.68%	6
2019 Q3	$14M	Hold	311,747	–	–	1.72%	18
2019 Q2	$12.9M	Sell	311,747 -3,071	-1%	-$119K	1.14%	23
2019 Q1	$11.5M	Buy	314,818 +114,265	+57%	+$4.03M	6.22%	6
2018 Q4	$6.86M	Buy	+200,553	New	+$6.95M	3.13%	12

Other funds holding WTRG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Mirova's WTRG Position: Q2 2026 in Review

Mirova increased its Essential Utilities (WTRG) stake by 1.5% in Q2 2026, buying an estimated $229K and bringing the position to 398,722 shares worth $15.3M. The position accounts for 0.56% of the portfolio, ranked #53.

Mirova first reported a position in WTRG in Q4 2018 and has held it in 14 quarters since. The position peaked at $37.9M in Q3 2020. 701 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Mirova held 398,722 shares of Essential Utilities worth $15.3M as of Q2 2026.
Mirova bought 5,996 Essential Utilities shares in Q2 2026, an estimated $229K.
Essential Utilities made up 0.56% of Mirova's portfolio in Q2 2026, its #53 holding.
Mirova first reported a position in Essential Utilities in Q4 2018 and has held it in 14 quarters since.
Mirova's Essential Utilities position peaked at $37.9M in Q3 2020.
701 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Mirova's 13F filing for Q2 2026, filed 13 Aug 2026.