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MQS Management’s Essential Utilities WTRG Stock Holding History

MQS 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
2025
Q4 		– Sell
-10,842
Closed -$433K – 655
2025
Q3 		$433K Buy
+10,842
New +$413K 0.25% 157
2024
Q4 		– Sell
-7,683
Closed -$296K – 411
2024
Q3 		$296K Buy
+7,683
New +$302K 0.17% 265
2023
Q2 		– Sell
-8,090
Closed -$353K – 621
2023
Q1 		$353K Buy
+8,090
New +$365K 0.23% 188

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MQS Management's WTRG Position: Q4 2025 in Review

MQS Management sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 10,842 shares — an estimated $433K sold.

MQS Management first reported a position in WTRG in Q1 2023 and held it in 3 quarters. The position peaked at $433K in Q3 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • MQS Management reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • MQS Management sold 10,842 Essential Utilities shares in Q4 2025, an estimated $433K.
  • MQS Management first reported a position in Essential Utilities in Q1 2023 and held it in 3 quarters.
  • MQS Management's Essential Utilities position peaked at $433K in Q3 2025.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on MQS Management's 13F filing for Q4 2025, filed 9 Feb 2026.