Royal London Asset Management
WTRG icon

Royal London Asset Management’s Essential Utilities WTRG Stock Holding History

Royal London 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
-11,785
Closed -$452K – 718
2025
Q4 		$452K Hold
11,785
– – ﹤0.01% 655
2025
Q3 		$470K Hold
11,785
– – ﹤0.01% 654
2025
Q2 		$438K Hold
11,785
– – ﹤0.01% 684
2025
Q1 		$466K Buy
+11,785
New +$433K ﹤0.01% 682

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State Street
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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

Royal London Asset Management's WTRG Position: Q1 2026 in Review

Royal London Asset Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 11,785 shares — an estimated $452K sold.

Royal London Asset Management first reported a position in WTRG in Q1 2025 and held it in 4 quarters. The position peaked at $470K in Q3 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Royal London Asset Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Royal London Asset Management sold 11,785 Essential Utilities shares in Q1 2026, an estimated $452K.
  • Royal London Asset Management first reported a position in Essential Utilities in Q1 2025 and held it in 4 quarters.
  • Royal London Asset Management's Essential Utilities position peaked at $470K in Q3 2025.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.