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Rakuten Investment Management’s Essential Utilities WTRG Stock Holding History

Rakuten Investment 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
-11,881
Closed -$460K – 603
2025
Q4 		$460K Buy
11,881
+332
+3% +$13.1K ﹤0.01% 586
2025
Q3 		$9.03M Buy
+11,549
New +$440K 0.03% 153
2025
Q1 		$283K Buy
+7,198
New +$264K ﹤0.01% 630
2024
Q3 		$183K Buy
4,754
+1,180
+33% +$46.4K ﹤0.01% 497
2024
Q2 		$134K Buy
3,574
+1,327
+59% +$49.2K ﹤0.01% 494
2024
Q1 		$83.3K Buy
2,247
+2,067
+1,148% +$74.9K ﹤0.01% 501
2023
Q4 		$6.78K Buy
+180
New +$6.28K ﹤0.01% 507

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

Rakuten Investment Management's WTRG Position: Q1 2026 in Review

Rakuten Investment Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 11,881 shares — an estimated $460K sold.

Rakuten Investment Management first reported a position in WTRG in Q4 2023 and held it in 7 quarters. The position peaked at $9.03M in Q3 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Rakuten Investment Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Rakuten Investment Management sold 11,881 Essential Utilities shares in Q1 2026, an estimated $460K.
  • Rakuten Investment Management first reported a position in Essential Utilities in Q4 2023 and held it in 7 quarters.
  • Rakuten Investment Management's Essential Utilities position peaked at $9.03M in Q3 2025.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.