Mitsubishi UFJ Asset Management (UK)’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $192K | Buy |
5,000
+3,000
| +150% | +$115K | 0.09% | 93 |
|
|
2026
Q1 | $81K | Hold |
2,000
| – | – | 0.04% | 95 |
|
|
2025
Q4 | $77K | Hold |
2,000
| – | – | 0.04% | 82 |
|
|
2025
Q3 | $80K | Hold |
2,000
| – | – | 0.04% | 99 |
|
|
2025
Q2 | $74K | Hold |
2,000
| – | – | 0.04% | 107 |
|
|
2025
Q1 | $79K | Sell |
2,000
-2,000
| -50% | -$73.5K | 0.04% | 110 |
|
|
2024
Q4 | $145K | Sell |
4,000
-11,000
| -73% | -$427K | 0.06% | 107 |
|
|
2024
Q3 | $579K | Hold |
15,000
| – | – | 0.3% | 90 |
|
|
2024
Q2 | $560K | Hold |
15,000
| – | – | 0.29% | 78 |
|
|
2024
Q1 | $556K | Buy |
+15,000
| New | +$544K | 0.28% | 83 |
|
|
2023
Q4 | – | Sell |
-14,000
| Closed | -$481K | – | 103 |
|
|
2023
Q3 | $481K | Hold |
14,000
| – | – | 0.34% | 87 |
|
|
2023
Q2 | $559K | Hold |
14,000
| – | – | 0.36% | 75 |
|
|
2023
Q1 | $611K | Hold |
14,000
| – | – | 0.4% | 78 |
|
|
2022
Q4 | $668K | Hold |
14,000
| – | – | 0.47% | 67 |
|
|
2022
Q3 | $579K | Hold |
14,000
| – | – | 0.45% | 68 |
|
|
2022
Q2 | $642K | Hold |
14,000
| – | – | 0.37% | 69 |
|
|
2022
Q1 | $716K | Buy |
14,000
+4,000
| +40% | +$193K | 0.32% | 81 |
|
|
2021
Q4 | $537K | Hold |
10,000
| – | – | 0.23% | 81 |
|
|
2021
Q3 | $461K | Hold |
10,000
| – | – | 0.19% | 86 |
|
|
2021
Q2 | $457K | Hold |
10,000
| – | – | 0.2% | 80 |
|
|
2021
Q1 | $448K | Sell |
10,000
-9,500
| -49% | -$429K | 0.2% | 78 |
|
|
2020
Q4 | $922K | Buy |
19,500
+4,500
| +30% | +$200K | 0.41% | 67 |
|
|
2020
Q3 | $604K | Hold |
15,000
| – | – | 0.3% | 71 |
|
|
2020
Q2 | $633K | Buy |
15,000
+7,000
| +88% | +$296K | 0.34% | 69 |
|
|
2020
Q1 | $325K | Buy |
8,000
+2,000
| +33% | +$94.4K | 0.24% | 71 |
|
|
2019
Q4 | $281K | Buy |
+6,000
| New | +$270K | 0.11% | 77 |
|
|
2018
Q4 | – | Sell |
-9,100
| Closed | -$335 | – | 93 |
|
|
2018
Q3 | $335 | Hold |
9,100
| – | – | 0.01% | 81 |
|
|
2018
Q2 | $320K | Hold |
9,100
| – | – | 0.18% | 74 |
|
|
2018
Q1 | $309K | Sell |
9,100
-6,000
| -40% | -$209K | 0.21% | 73 |
|
|
2017
Q4 | $592K | Sell |
15,100
-3,000
| -17% | -$109K | 0.43% | 59 |
|
|
2017
Q3 | $600K | Hold |
18,100
| – | – | 0.47% | 63 |
|
|
2017
Q2 | $603K | Buy |
+18,100
| New | +$593K | 0.53% | 55 |
|
Other funds holding WTRG
AA
Mitsubishi UFJ Asset Management (UK)'s WTRG Position: Q2 2026 in Review
Mitsubishi UFJ Asset Management (UK) increased its Essential Utilities (WTRG) stake by 150% in Q2 2026, buying an estimated $115K and bringing the position to 5,000 shares worth $192K. The position accounts for 0.09% of the portfolio, ranked #93.
Mitsubishi UFJ Asset Management (UK) first reported a position in WTRG in Q2 2017 and has held it in 32 quarters since. The position peaked at $922K in Q4 2020. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Mitsubishi UFJ Asset Management (UK) held 5,000 shares of Essential Utilities worth $192K as of Q2 2026.
- Mitsubishi UFJ Asset Management (UK) bought 3,000 Essential Utilities shares in Q2 2026, an estimated $115K.
- Essential Utilities made up 0.09% of Mitsubishi UFJ Asset Management (UK)'s portfolio in Q2 2026, its #93 holding.
- Mitsubishi UFJ Asset Management (UK) first reported a position in Essential Utilities in Q2 2017 and has held it in 32 quarters since.
- Mitsubishi UFJ Asset Management (UK)'s Essential Utilities position peaked at $922K in Q4 2020.
- 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.