Penserra Capital Management’s Essential Utilities WTRG Stock Holding History

Penserra Capital 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
2025 Q2	–	Sell	-9,961	Closed	-$393K	–	1150
2025 Q1	$393K	Buy	+9,961	New	+$366K	0.01%	632
2023 Q1	–	Sell	-12,132	Closed	-$579K	–	1217
2022 Q4	$579K	Buy	+12,132	New	+$549K	0.01%	491
2017 Q1	–	Sell	-630	Closed	-$18K	–	856
2016 Q4	$18K	Buy	630 +95	+18%	+$2.83K	﹤0.01%	695
2016 Q3	$16K	Buy	535 +214	+67%	+$6.94K	﹤0.01%	691
2016 Q2	$11K	Buy	321 +122	+61%	+$3.97K	﹤0.01%	614
2016 Q1	$6	Sell	199 -35	-15%	-$1.08K	﹤0.01%	770
2015 Q4	$7K	Buy	+234	New	+$6.74K	﹤0.01%	664

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Penserra Capital Management's WTRG Position: Q2 2025 in Review

Penserra Capital Management sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 9,961 shares — an estimated $393K sold.

Penserra Capital Management first reported a position in WTRG in Q4 2015 and held it in 7 quarters. The position peaked at $579K in Q4 2022. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

Penserra Capital Management reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
Penserra Capital Management sold 9,961 Essential Utilities shares in Q2 2025, an estimated $393K.
Penserra Capital Management first reported a position in Essential Utilities in Q4 2015 and held it in 7 quarters.
Penserra Capital Management's Essential Utilities position peaked at $579K in Q4 2022.
682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Penserra Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.