MUFG Securities EMEA
WTRG icon

MUFG Securities EMEA’s Essential Utilities WTRG Stock Holding History

MUFG Securities EMEA’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
Q3 		– Sell
-305,721
Closed -$11.7M – 601
2026
Q2 		$11.7M Buy
305,721
+173,721
+132% +$6.63M 0.12% 119
2026
Q1 		$5.32M Buy
+132,000
New +$5.2M 0.08% 161

Other funds holding WTRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

MUFG Securities EMEA's WTRG Position: Q3 2026 in Review

MUFG Securities EMEA sold out of Essential Utilities (WTRG) in Q3 2026, closing a stake of 305,721 shares — an estimated $11.7M sold.

MUFG Securities EMEA first reported a position in WTRG in Q1 2026 and held it in 2 quarters. The position peaked at $11.7M in Q2 2026. 565 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • MUFG Securities EMEA reported no remaining Essential Utilities position as of Q3 2026 after selling out during the quarter.
  • MUFG Securities EMEA sold 305,721 Essential Utilities shares in Q3 2026, an estimated $11.7M.
  • MUFG Securities EMEA first reported a position in Essential Utilities in Q1 2026 and held it in 2 quarters.
  • MUFG Securities EMEA's Essential Utilities position peaked at $11.7M in Q2 2026.
  • 565 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on MUFG Securities EMEA's 13F filing for Q3 2026, filed 12 Nov 2026.