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MN Services Vermogensbeheer’s Essential Utilities WTRG Stock Holding History

MN Services Vermogensbeheer’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
-98,275
Closed -$3.77M – 442
2025
Q4 		$3.77M Buy
98,275
+2,075
+2% +$81.6K 0.02% 405
2025
Q3 		$3.84M Hold
96,200
– – 0.02% 416
2025
Q2 		$3.57M Buy
96,200
+3,900
+4% +$152K 0.02% 426
2025
Q1 		$3.65M Sell
92,300
-10,100
-10% -$371K 0.03% 406
2024
Q4 		$3.72M Hold
102,400
– – 0.03% 417
2024
Q3 		$3.95M Hold
102,400
– – 0.03% 419
2024
Q2 		$3.82M Sell
102,400
-2,600
-2% -$96.5K 0.03% 414
2024
Q1 		$3.89M Sell
105,000
-9,900
-9% -$359K 0.03% 424
2023
Q4 		$4.29M Sell
114,900
-4,400
-4% -$154K 0.04% 384
2023
Q3 		$4.1M Hold
119,300
– – 0.04% 380
2023
Q2 		$4.76M Buy
119,300
+2,000
+2% +$83.9K 0.04% 383
2023
Q1 		$5.12M Hold
117,300
– – 0.05% 336
2022
Q4 		$5.6M Sell
117,300
-13,800
-11% -$625K 0.06% 322
2022
Q3 		$5.42M Sell
131,100
-11,000
-8% -$533K 0.06% 336
2022
Q2 		$6.51M Sell
142,100
-21,800
-13% -$1.01M 0.06% 337
2022
Q1 		$8.38M Sell
163,900
-9,600
-6% -$463K 0.06% 321
2021
Q4 		$9.31M Hold
173,500
– – 0.05% 322
2021
Q3 		$8M Buy
173,500
+2,600
+2% +$126K 0.05% 356
2021
Q2 		$6.58M Buy
+170,900
New +$8.02M 0.05% 342
2020
Q4 		$8.97M Hold
189,800
– – 0.06% 274
2020
Q3 		$7.64M Hold
189,800
– – 0.06% 275
2020
Q2 		$8.02M Buy
+189,800
New +$8.02M 0.07% 271

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 $416B AUM 44.19% 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

MN Services Vermogensbeheer's WTRG Position: Q1 2026 in Review

MN Services Vermogensbeheer sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 98,275 shares — an estimated $3.77M sold.

MN Services Vermogensbeheer first reported a position in WTRG in Q2 2020 and held it in 22 quarters. The position peaked at $9.31M in Q4 2021. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • MN Services Vermogensbeheer reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • MN Services Vermogensbeheer sold 98,275 Essential Utilities shares in Q1 2026, an estimated $3.77M.
  • MN Services Vermogensbeheer first reported a position in Essential Utilities in Q2 2020 and held it in 22 quarters.
  • MN Services Vermogensbeheer's Essential Utilities position peaked at $9.31M in Q4 2021.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on MN Services Vermogensbeheer's 13F filing for Q1 2026, filed 30 Apr 2026.