RAM
WTRG icon

Resona Asset Management’s Essential Utilities WTRG Stock Holding History

Resona Asset 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
-86,439
Closed -$3.32M – 817
2025
Q4 		$3.32M Buy
86,439
+2,640
+3% +$104K 0.02% 557
2025
Q3 		$3.34M Buy
83,799
+4,986
+6% +$190K 0.02% 556
2025
Q2 		$2.92M Sell
78,813
-3,586
-4% -$140K 0.01% 566
2025
Q1 		$3.25M Buy
82,399
+5,546
+7% +$204K 0.02% 538
2024
Q4 		$2.79M Sell
76,853
-1,836
-2% -$71.3K 0.02% 557
2024
Q3 		$3.03M Buy
78,689
+821
+1% +$32.3K 0.02% 555
2024
Q2 		$2.91M Sell
77,868
-8,776
-10% -$326K 0.02% 548
2024
Q1 		$3.21M Buy
+86,644
New +$3.14M 0.02% 558

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 $3.38T AUM 44.17% 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

Resona Asset Management's WTRG Position: Q1 2026 in Review

Resona Asset Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 86,439 shares — an estimated $3.32M sold.

Resona Asset Management first reported a position in WTRG in Q1 2024 and held it in 8 quarters. The position peaked at $3.34M in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Resona Asset Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Resona Asset Management sold 86,439 Essential Utilities shares in Q1 2026, an estimated $3.32M.
  • Resona Asset Management first reported a position in Essential Utilities in Q1 2024 and held it in 8 quarters.
  • Resona Asset Management's Essential Utilities position peaked at $3.34M in Q3 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Resona Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.