Mitsubishi UFJ Asset Management
WTRG icon

Mitsubishi UFJ Asset Management’s Essential Utilities WTRG Stock Holding History

Mitsubishi UFJ Asset Management’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 		$33.4K Hold
873
– – ﹤0.01% 1202
2026
Q1 		$35.2K Sell
873
-256,712
-100% -$10.1M ﹤0.01% 1097
2025
Q4 		$9.96M Hold
257,585
– – 0.01% 606
2025
Q3 		$10.3M Buy
257,585
+44,855
+21% +$1.71M 0.01% 585
2025
Q2 		$7.9M Sell
212,730
-141
-0.1% -$5.49K 0.01% 610
2025
Q1 		$8.41M Buy
212,871
+33,530
+19% +$1.23M 0.01% 590
2024
Q4 		$6.48M Sell
179,341
-8
-0% -$310 0.01% 622
2024
Q3 		$6.92M Buy
179,349
+27,229
+18% +$1.07M 0.01% 605
2024
Q2 		$5.68M Hold
152,120
– – 0.01% 625
2024
Q1 		$5.64M Buy
152,120
+30,152
+25% +$1.09M 0.01% 618
2023
Q4 		$4.62M Buy
121,968
+20,941
+21% +$731K 0.01% 615
2023
Q3 		$3.47M Sell
101,027
-1,100
-1% -$42.6K 0.01% 656
2023
Q2 		$4.08M Buy
102,127
+13,332
+15% +$559K 0.01% 627
2023
Q1 		$3.88M Buy
88,795
+8,831
+11% +$398K 0.01% 621
2022
Q4 		$3.85M Buy
79,964
+8,772
+12% +$397K 0.01% 599
2022
Q3 		$2.95M Buy
71,192
+8,500
+14% +$412K 0.01% 636
2022
Q2 		$2.87M Buy
62,692
+7,805
+14% +$363K 0.01% 641
2022
Q1 		$2.81M Sell
54,887
-628
-1% -$30.3K 0.01% 670
2021
Q4 		$2.95M Buy
55,515
+1,978
+4% +$96K 0.01% 685
2021
Q3 		$2.47M Hold
53,537
– – 0.01% 706
2021
Q2 		$2.45M Buy
53,537
+5,608
+12% +$263K 0.01% 708
2021
Q1 		$2.15M Buy
47,929
+3,379
+8% +$153K 0.01% 678
2020
Q4 		$2.11M Buy
44,550
+2,318
+5% +$103K 0.02% 643
2020
Q3 		$1.7M Buy
42,232
+7,574
+22% +$325K 0.02% 617
2020
Q2 		$1.46M Buy
34,658
+3,292
+10% +$139K 0.02% 612
2020
Q1 		$1.28M Sell
31,366
-4,734
-13% -$223K 0.02% 569
2019
Q4 		$1.67M Buy
+36,100
New +$1.63M 0.02% 585

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Mitsubishi UFJ Asset Management's WTRG Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 873 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Mitsubishi UFJ Asset Management first reported a position in WTRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Mitsubishi UFJ Asset Management held 873 shares of Essential Utilities worth $33.4K as of Q2 2026.
  • Mitsubishi UFJ Asset Management left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Mitsubishi UFJ Asset Management's portfolio in Q2 2026, its #1202 holding.
  • Mitsubishi UFJ Asset Management first reported a position in Essential Utilities in Q4 2019 and has held it in 27 quarters since.
  • Mitsubishi UFJ Asset Management's Essential Utilities position peaked at $10.3M in Q3 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.