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Pekao Towarzystwo Funduszy Inwestycyjnych SA’s Essential Utilities WTRG Stock Holding History

Pekao Towarzystwo Funduszy Inwestycyjnych SA’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
-92,461
Closed -$3.55M – 96
2025
Q4 		$3.55M Buy
+92,461
New +$3.64M 2.91% 11

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 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

Pekao Towarzystwo Funduszy Inwestycyjnych SA's WTRG Position: Q1 2026 in Review

Pekao Towarzystwo Funduszy Inwestycyjnych SA sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 92,461 shares — an estimated $3.55M sold.

Pekao Towarzystwo Funduszy Inwestycyjnych SA first reported a position in WTRG in Q4 2025 and held it in 1 quarter. The position peaked at $3.55M in Q4 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Pekao Towarzystwo Funduszy Inwestycyjnych SA reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Pekao Towarzystwo Funduszy Inwestycyjnych SA sold 92,461 Essential Utilities shares in Q1 2026, an estimated $3.55M.
  • Pekao Towarzystwo Funduszy Inwestycyjnych SA first reported a position in Essential Utilities in Q4 2025 and held it in 1 quarter.
  • Pekao Towarzystwo Funduszy Inwestycyjnych SA's Essential Utilities position peaked at $3.55M in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Pekao Towarzystwo Funduszy Inwestycyjnych SA's 13F filing for Q1 2026, filed 6 May 2026.