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OP Asset Management’s Essential Utilities WTRG Stock Holding History

OP Asset 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
2026
Q1 		– Sell
-34,203
Closed -$1.31M – 890
2025
Q4 		$1.31M Buy
34,203
+3,017
+10% +$119K 0.02% 542
2025
Q3 		$1.24M Sell
31,186
-8,368
-21% -$319K 0.02% 564
2025
Q2 		$1.47M Sell
39,554
-32,423
-45% -$1.26M 0.02% 529
2025
Q1 		$2.85M Buy
+71,977
New +$2.64M 0.05% 333

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

OP Asset Management's WTRG Position: Q1 2026 in Review

OP Asset Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 34,203 shares — an estimated $1.31M sold.

OP Asset Management first reported a position in WTRG in Q1 2025 and held it in 4 quarters. The position peaked at $2.85M in Q1 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • OP Asset Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • OP Asset Management sold 34,203 Essential Utilities shares in Q1 2026, an estimated $1.31M.
  • OP Asset Management first reported a position in Essential Utilities in Q1 2025 and held it in 4 quarters.
  • OP Asset Management's Essential Utilities position peaked at $2.85M in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on OP Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.