Nordea Investment Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $302M | Sell |
7,486,456
-139,299
| -2% | -$5.48M | 0.28% | 92 |
|
|
2025
Q4 | $293M | Sell |
7,625,755
-1,346,810
| -15% | -$53M | 0.25% | 100 |
|
|
2025
Q3 | $354M | Buy |
8,972,565
+1,822,306
| +25% | +$69.5M | 0.31% | 82 |
|
|
2025
Q2 | $264M | Sell |
7,150,259
-217,946
| -3% | -$8.49M | 0.24% | 111 |
|
|
2025
Q1 | $292M | Buy |
7,368,205
+556,354
| +8% | +$20.4M | 0.31% | 89 |
|
|
2024
Q4 | $247M | Buy |
6,811,851
+972,803
| +17% | +$37.8M | 0.26% | 108 |
|
|
2024
Q3 | $223M | Buy |
5,839,048
+802,507
| +16% | +$31.5M | 0.25% | 110 |
|
|
2024
Q2 | $189M | Buy |
5,036,541
+1,611,191
| +47% | +$59.8M | 0.22% | 126 |
|
|
2024
Q1 | $126M | Buy |
3,425,350
+3,405,947
| +17,554% | +$123M | 0.15% | 166 |
|
|
2023
Q4 | $727K | Sell |
19,403
-2,513
| -11% | -$87.7K | ﹤0.01% | 866 |
|
|
2023
Q3 | $750K | Sell |
21,916
-2,673
| -11% | -$104K | ﹤0.01% | 861 |
|
|
2023
Q2 | $974K | Hold |
24,589
| – | – | ﹤0.01% | 815 |
|
|
2023
Q1 | $1.07M | Hold |
24,589
| – | – | ﹤0.01% | 781 |
|
|
2022
Q4 | $1.19M | Buy |
24,589
+9,004
| +58% | +$408K | ﹤0.01% | 741 |
|
|
2022
Q3 | $659K | Buy |
15,585
+5,870
| +60% | +$284K | ﹤0.01% | 855 |
|
|
2022
Q2 | $442K | Sell |
9,715
-3,043
| -24% | -$141K | ﹤0.01% | 903 |
|
|
2022
Q1 | $664K | Hold |
12,758
| – | – | ﹤0.01% | 862 |
|
|
2021
Q4 | $684K | Buy |
12,758
+3,714
| +41% | +$180K | ﹤0.01% | 869 |
|
|
2021
Q3 | $425K | Hold |
9,044
| – | – | ﹤0.01% | 940 |
|
|
2021
Q2 | $413K | Hold |
9,044
| – | – | ﹤0.01% | 942 |
|
|
2021
Q1 | $401K | Sell |
9,044
-88,522
| -91% | -$4M | ﹤0.01% | 930 |
|
|
2020
Q4 | $4.61M | Buy |
97,566
+88,522
| +979% | +$3.93M | 0.01% | 590 |
|
|
2020
Q3 | $360K | Sell |
9,044
-9,044
| -50% | -$389K | ﹤0.01% | 858 |
|
|
2020
Q2 | $758K | Buy |
18,088
+9,794
| +118% | +$414K | ﹤0.01% | 835 |
|
|
2020
Q1 | $342K | Hold |
8,294
| – | – | ﹤0.01% | 854 |
|
|
2019
Q4 | $392K | Sell |
8,294
-524,135
| -98% | -$23.6M | ﹤0.01% | 883 |
|
|
2019
Q3 | $23.9M | Sell |
532,429
-391,735
| -42% | -$16.8M | 0.05% | 245 |
|
|
2019
Q2 | $38.3M | Buy |
924,164
+67,495
| +8% | +$2.63M | 0.09% | 201 |
|
|
2019
Q1 | $31.2M | Buy |
856,669
+856,662
| +12,238,029% | +$30.2M | 0.07% | 230 |
|
|
2018
Q4 | $0 | Buy |
+7
| New | +$243 | ﹤0.01% | 1366 |
|
|
2018
Q3 | – | Sell |
-94,220
| Closed | -$3.31M | – | 1247 |
|
|
2018
Q2 | $3.31M | Buy |
94,220
+3,615
| +4% | +$124K | 0.01% | 581 |
|
|
2018
Q1 | $3.09M | Buy |
+90,605
| New | +$3.15M | 0.01% | 590 |
|
|
2016
Q2 | – | Sell |
-4,722
| Closed | -$150K | – | 1028 |
|
|
2016
Q1 | $150K | Buy |
4,722
+372
| +9% | +$11.5K | ﹤0.01% | 851 |
|
|
2015
Q4 | $130K | Buy |
+4,350
| New | +$125K | ﹤0.01% | 823 |
|
Other funds holding WTRG
VPM
VCM
Nordea Investment Management's WTRG Position: Q1 2026 in Review
Nordea Investment Management reduced its Essential Utilities (WTRG) stake by 1.8% in Q1 2026, selling an estimated $5.48M and leaving 7,486,456 shares worth $302M. The position accounts for 0.28% of the portfolio, ranked #92.
Nordea Investment Management first reported a position in WTRG in Q4 2015 and has held it in 34 quarters since. The position peaked at $354M in Q3 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Nordea Investment Management held 7,486,456 shares of Essential Utilities worth $302M as of Q1 2026.
- Nordea Investment Management sold 139,299 Essential Utilities shares in Q1 2026, an estimated $5.48M.
- Essential Utilities made up 0.28% of Nordea Investment Management's portfolio in Q1 2026, its #92 holding.
- Nordea Investment Management first reported a position in Essential Utilities in Q4 2015 and has held it in 34 quarters since.
- Nordea Investment Management's Essential Utilities position peaked at $354M in Q3 2025.
- 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Nordea Investment Management's 13F filing for Q1 2026, filed 13 May 2026.