Mirova
WTRG icon

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
Q3 		$22.2M Buy
566,366
+167,644
+42% +$6.72M 0.82% 33
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Mirova's WTRG Position: Q3 2026 in Review

Mirova increased its Essential Utilities (WTRG) stake by 42% in Q3 2026, buying an estimated $6.72M and bringing the position to 566,366 shares worth $22.2M. The position accounts for 0.82% of the portfolio, ranked #33.

Mirova first reported a position in WTRG in Q4 2018 and has held it in 15 quarters since. The position peaked at $37.9M in Q3 2020. 565 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Mirova held 566,366 shares of Essential Utilities worth $22.2M as of Q3 2026.
  • Mirova bought 167,644 Essential Utilities shares in Q3 2026, an estimated $6.72M.
  • Essential Utilities made up 0.82% of Mirova's portfolio in Q3 2026, its #33 holding.
  • Mirova first reported a position in Essential Utilities in Q4 2018 and has held it in 15 quarters since.
  • Mirova's Essential Utilities position peaked at $37.9M in Q3 2020.
  • 565 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Mirova's 13F filing for Q3 2026, filed 13 Nov 2026.