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WTRG icon

PineBridge Investments’s Essential Utilities WTRG Stock Holding History

PineBridge 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
Q2 		– Sell
-35,295
Closed -$1.42M – 569
2026
Q1 		$1.42M Buy
35,295
+22,976
+187% +$904K 0.01% 352
2025
Q4 		$473K Buy
+12,319
New +$485K ﹤0.01% 487
2025
Q3 		– Sell
-43,572
Closed -$1.62M – 601
2025
Q2 		$1.62M Sell
43,572
-3,758
-8% -$146K 0.01% 443
2025
Q1 		$1.87M Sell
47,330
-52,110
-52% -$1.91M 0.01% 426
2024
Q4 		$3.61M Buy
99,440
+29,747
+43% +$1.15M 0.03% 372
2024
Q3 		$2.69M Buy
+69,693
New +$2.74M 0.02% 400
2020
Q3 		– Sell
-515
Closed -$22K – 702
2020
Q2 		$22K Buy
+515
New +$21.8K ﹤0.01% 601

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

PineBridge Investments's WTRG Position: Q2 2026 in Review

PineBridge Investments sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 35,295 shares — an estimated $1.42M sold.

PineBridge Investments first reported a position in WTRG in Q2 2020 and held it in 7 quarters. The position peaked at $3.61M in Q4 2024. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • PineBridge Investments reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • PineBridge Investments sold 35,295 Essential Utilities shares in Q2 2026, an estimated $1.42M.
  • PineBridge Investments first reported a position in Essential Utilities in Q2 2020 and held it in 7 quarters.
  • PineBridge Investments's Essential Utilities position peaked at $3.61M in Q4 2024.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on PineBridge Investments's 13F filing for Q2 2026, filed 14 Aug 2026.