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WTRG icon

Prudential plc’s Essential Utilities WTRG Stock Holding History

Prudential plc’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
-79,077
Closed -$3.03M – 743
2025
Q4 		$3.03M Buy
79,077
+10,666
+16% +$420K 0.02% 344
2025
Q3 		$2.73M Buy
68,411
+58,301
+577% +$2.22M 0.02% 354
2025
Q2 		$375K Hold
10,110
– – ﹤0.01% 681
2025
Q1 		$400K Sell
10,110
-77,530
-88% -$2.85M ﹤0.01% 633
2024
Q4 		$3.18M Sell
87,640
-23,836
-21% -$925K 0.02% 315
2024
Q3 		$4.3M Buy
111,476
+6,583
+6% +$259K 0.02% 280
2024
Q2 		$3.92M Buy
104,893
+13,412
+15% +$498K 0.03% 302
2024
Q1 		$3.39M Sell
91,481
-58,241
-39% -$2.11M 0.03% 319
2023
Q4 		$5.59M Buy
149,722
+100,062
+201% +$3.49M 0.06% 215
2023
Q3 		$1.7M Buy
49,660
+6,549
+15% +$254K 0.02% 417
2023
Q2 		$1.72M Sell
43,111
-463
-1% -$19.4K 0.02% 423
2023
Q1 		$1.9M Sell
43,574
-3,889
-8% -$175K 0.02% 391
2022
Q4 		$2.27M Buy
47,463
+21,142
+80% +$957K 0.03% 342
2022
Q3 		$1.09M Buy
26,321
+1,068
+4% +$51.7K 0.02% 385
2022
Q2 		$1.16M Buy
25,253
+417
+2% +$19.4K 0.02% 378
2022
Q1 		$1.27M Buy
24,836
+5,615
+29% +$271K 0.02% 378
2021
Q4 		$1.03M Sell
19,221
-534
-3% -$25.9K 0.01% 368
2021
Q3 		$910K Sell
19,755
-3,047
-13% -$148K 0.01% 337
2021
Q2 		$1.04M Hold
22,802
– – 0.01% 359
2021
Q1 		$1.02M Hold
22,802
– – 0.01% 462
2020
Q4 		$1.08M Buy
+22,802
New +$1.01M 0.01% 451

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 $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

Prudential plc's WTRG Position: Q1 2026 in Review

Prudential plc sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 79,077 shares — an estimated $3.03M sold.

Prudential plc first reported a position in WTRG in Q4 2020 and held it in 21 quarters. The position peaked at $5.59M in Q4 2023. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Prudential plc reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Prudential plc sold 79,077 Essential Utilities shares in Q1 2026, an estimated $3.03M.
  • Prudential plc first reported a position in Essential Utilities in Q4 2020 and held it in 21 quarters.
  • Prudential plc's Essential Utilities position peaked at $5.59M in Q4 2023.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.