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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Mirova's WTRG Position: Q1 2026 in Review

Mirova opened a new position in Essential Utilities (WTRG) in Q1 2026: 392,726 shares worth $15.8M. The stake represents 0.64% of the portfolio and ranks #50 among its holdings. This is a return to the name: Mirova previously reported a position in WTRG as recently as Q3 2021.

Mirova first reported a position in WTRG in Q4 2018 and has held it in 13 quarters since. The position peaked at $37.9M in Q3 2020. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Mirova held 392,726 shares of Essential Utilities worth $15.8M as of Q1 2026.
Essential Utilities was a new Mirova position in Q1 2026.
Essential Utilities made up 0.64% of Mirova's portfolio in Q1 2026, its #50 holding.
Mirova first reported a position in Essential Utilities in Q4 2018 and has held it in 13 quarters since.
Mirova's Essential Utilities position peaked at $37.9M in Q3 2020.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Mirova's 13F filing for Q1 2026, filed 14 May 2026.