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Rakuten Securities’s Essential Utilities WTRG Stock Holding History

Rakuten Securities’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 		$564 Buy
14
+12
+600% +$472 ﹤0.01% 732
2025
Q4 		$77 Hold
2
– – ﹤0.01% 861
2025
Q3 		$80 Hold
2
– – ﹤0.01% 875
2025
Q2 		$74 Buy
2
+1
+100% +$39 ﹤0.01% 809
2025
Q1 		$40 Sell
1
-2
-67% -$73 ﹤0.01% 815
2024
Q4 		$109 Buy
3
+1
+50% +$39 ﹤0.01% 730
2024
Q3 		$77 Sell
2
-1
-33% -$39 ﹤0.01% 695
2024
Q2 		$112 Hold
3
– – ﹤0.01% 671
2024
Q1 		$111 Hold
3
– – ﹤0.01% 675
2023
Q4 		$112 Buy
+3
New +$105 ﹤0.01% 579

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 Securities's WTRG Position: Q1 2026 in Review

Rakuten Securities increased its Essential Utilities (WTRG) stake by 600% in Q1 2026, buying an estimated $472 and bringing the position to 14 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Rakuten Securities first reported a position in WTRG in Q4 2023 and has held it in 10 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Rakuten Securities held 14 shares of Essential Utilities worth $564 as of Q1 2026.
  • Rakuten Securities bought 12 Essential Utilities shares in Q1 2026, an estimated $472.
  • Essential Utilities made up ﹤0.01% of Rakuten Securities's portfolio in Q1 2026, its #732 holding.
  • Rakuten Securities first reported a position in Essential Utilities in Q4 2023 and has held it in 10 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.