NEI
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Northwest & Ethical Investments’s Essential Utilities WTRG Stock Holding History

Northwest & Ethical Investments’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
-34,524
Closed -$1.32M – 612
2025
Q4 		$1.32M Buy
34,524
+1,897
+6% +$74.6K 0.03% 288
2025
Q3 		$1.3M Hold
32,627
– – 0.03% 307
2025
Q2 		$1.21M Hold
32,627
– – 0.03% 311
2025
Q1 		$1.29M Buy
32,627
+9,647
+42% +$354K 0.04% 296
2024
Q4 		$835K Sell
22,980
-37,263
-62% -$1.45M 0.02% 318
2024
Q3 		$2.32M Sell
60,243
-12,656
-17% -$497K 0.06% 236
2024
Q2 		$2.72M Buy
+72,899
New +$2.7M 0.08% 227
2024
Q1 		– Sell
-15,714
Closed -$587K – 510
2023
Q4 		$587K Hold
15,714
– – 0.02% 300
2023
Q3 		$539K Sell
15,714
-23,533
-60% -$912K 0.02% 319
2023
Q2 		$1.57M Buy
+39,247
New +$1.65M 0.05% 260

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

Northwest & Ethical Investments's WTRG Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 34,524 shares — an estimated $1.32M sold.

Northwest & Ethical Investments first reported a position in WTRG in Q2 2023 and held it in 10 quarters. The position peaked at $2.72M in Q2 2024. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 34,524 Essential Utilities shares in Q1 2026, an estimated $1.32M.
  • Northwest & Ethical Investments first reported a position in Essential Utilities in Q2 2023 and held it in 10 quarters.
  • Northwest & Ethical Investments's Essential Utilities position peaked at $2.72M in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.