Mitsubishi UFJ Trust & Banking
WTRG icon

Mitsubishi UFJ Trust & Banking’s Essential Utilities WTRG Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		– Sell
-112,287
Closed -$4.31M – 1166
2025
Q4 		$4.31M Sell
112,287
-6,378
-5% -$251K 0.01% 683
2025
Q3 		$4.73M Buy
118,665
+2,316
+2% +$88.3K 0.01% 690
2025
Q2 		$4.32M Sell
116,349
-6,491
-5% -$253K 0.01% 703
2025
Q1 		$4.86M Buy
122,840
+2,373
+2% +$87.2K 0.01% 683
2024
Q4 		$4.38M Sell
120,467
-24,151
-17% -$937K 0.01% 724
2024
Q3 		$5.58M Sell
144,618
-397
-0.3% -$15.6K 0.01% 685
2024
Q2 		$5.41M Sell
145,015
-230,753
-61% -$8.56M 0.01% 663
2024
Q1 		$13.9M Sell
375,768
-93,598
-20% -$3.39M 0.03% 496
2023
Q4 		$17.5M Sell
469,366
-18,257
-4% -$637K 0.04% 421
2023
Q3 		$16.7M Sell
487,623
-17,969
-4% -$696K 0.04% 414
2023
Q2 		$20.2M Buy
505,592
+160,758
+47% +$6.75M 0.05% 388
2023
Q1 		$15.1M Buy
344,834
+21,480
+7% +$969K 0.04% 462
2022
Q4 		$15.4M Buy
323,354
+143,495
+80% +$6.5M 0.04% 443
2022
Q3 		$7.45M Buy
179,859
+10,031
+6% +$486K 0.02% 583
2022
Q2 		$7.79M Buy
169,828
+24,885
+17% +$1.16M 0.02% 608
2022
Q1 		$7.41M Buy
144,943
+16,309
+13% +$787K 0.02% 637
2021
Q4 		$6.91M Sell
128,634
-1,826
-1% -$88.7K 0.01% 684
2021
Q3 		$6.01M Sell
130,460
-2,421,054
-95% -$117M 0.01% 713
2021
Q2 		$119M Sell
2,551,514
-12,958
-0.5% -$608K 0.25% 100
2021
Q1 		$121M Buy
2,564,472
+576,728
+29% +$26M 0.27% 93
2020
Q4 		$94M Buy
1,987,744
+1,720,442
+644% +$76.4M 0.19% 131
2020
Q3 		$10.8M Buy
267,302
+5,256
+2% +$226K 0.02% 537
2020
Q2 		$11.1M Buy
262,046
+24,649
+10% +$1.04M 0.03% 515
2020
Q1 		$9.66M Buy
237,397
+20,009
+9% +$944K 0.03% 494
2019
Q4 		$10.2M Buy
217,388
+156,154
+255% +$7.03M 0.02% 573
2019
Q3 		$2.75M Buy
61,234
+34,788
+132% +$1.49M 0.01% 788
2019
Q2 		$1.09M Buy
26,446
+4,861
+23% +$189K ﹤0.01% 753
2019
Q1 		$787K Buy
21,585
+784
+4% +$27.6K ﹤0.01% 739
2018
Q4 		$711K Sell
20,801
-272
-1% -$9.43K ﹤0.01% 729
2018
Q3 		$778K Sell
21,073
-1,034
-5% -$38.2K ﹤0.01% 736
2018
Q2 		$778K Buy
22,107
+271
+1% +$9.28K ﹤0.01% 741
2018
Q1 		$744K Buy
21,836
+860
+4% +$29.9K ﹤0.01% 739
2017
Q4 		$823K Buy
20,976
+366
+2% +$13.3K ﹤0.01% 736
2017
Q3 		$684K Sell
20,610
-504
-2% -$16.9K ﹤0.01% 737
2017
Q2 		$703K Sell
21,114
-425
-2% -$13.9K ﹤0.01% 730
2017
Q1 		$692K Sell
21,539
-1,074
-5% -$33K ﹤0.01% 723
2016
Q4 		$679K Sell
22,613
-2,791
-11% -$83.2K ﹤0.01% 732
2016
Q3 		$774K Buy
25,404
+4,382
+21% +$142K ﹤0.01% 725
2016
Q2 		$750K Buy
21,022
+1,625
+8% +$52.9K ﹤0.01% 731
2016
Q1 		$617K Buy
19,397
+1,614
+9% +$49.9K ﹤0.01% 735
2015
Q4 		$530K Sell
17,783
-246
-1% -$7.08K ﹤0.01% 747
2015
Q3 		$477K Buy
18,029
+828
+5% +$21.2K ﹤0.01% 732
2015
Q2 		$421K Sell
17,201
-436
-2% -$11.4K ﹤0.01% 752
2015
Q1 		$465K Buy
+17,637
New +$469K ﹤0.01% 738

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's WTRG Position: Q1 2026 in Review

Mitsubishi UFJ Trust & Banking sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 112,287 shares — an estimated $4.31M sold.

Mitsubishi UFJ Trust & Banking first reported a position in WTRG in Q1 2015 and held it in 44 quarters. The position peaked at $121M in Q1 2021. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Mitsubishi UFJ Trust & Banking reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 112,287 Essential Utilities shares in Q1 2026, an estimated $4.31M.
  • Mitsubishi UFJ Trust & Banking first reported a position in Essential Utilities in Q1 2015 and held it in 44 quarters.
  • Mitsubishi UFJ Trust & Banking's Essential Utilities position peaked at $121M in Q1 2021.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2026, filed 12 May 2026.