Schroder Investment Management Group
WTRG icon

Schroder Investment Management Group’s Essential Utilities WTRG Stock Holding History

Schroder Investment Management Group’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
Q2 		$309K Sell
8,041
-4,862
-38% -$186K ﹤0.01% 1123
2026
Q1 		$530K Buy
12,903
+394
+3% +$15.5K ﹤0.01% 1087
2025
Q4 		$481K Buy
12,509
+3,830
+44% +$151K ﹤0.01% 1061
2025
Q3 		$346K Buy
+8,679
New +$331K ﹤0.01% 1116
2025
Q2 		– Sell
-22,946
Closed -$902K – 1245
2025
Q1 		$902K Sell
22,946
-86,672
-79% -$3.18M ﹤0.01% 1008
2024
Q4 		$3.97M Buy
109,618
+60,107
+121% +$2.33M ﹤0.01% 810
2024
Q3 		$1.9M Buy
49,511
+7,052
+17% +$277K ﹤0.01% 946
2024
Q2 		$1.58M Buy
42,459
+22,194
+110% +$823K ﹤0.01% 963
2024
Q1 		$751K Sell
20,265
-830
-4% -$30.1K ﹤0.01% 1062
2023
Q4 		$788K Buy
+21,095
New +$736K ﹤0.01% 1044
2023
Q2 		– Sell
-4,592
Closed -$200K – 1293
2023
Q1 		$200K Sell
4,592
-8,692
-65% -$392K ﹤0.01% 1214
2022
Q4 		$634K Buy
13,284
+6,425
+94% +$291K ﹤0.01% 1109
2022
Q3 		$284K Sell
6,859
-3,336
-33% -$162K ﹤0.01% 1211
2022
Q2 		$465K Buy
+10,195
New +$474K ﹤0.01% 1182
2022
Q1 		– Sell
-2,023
Closed -$109K – 1605
2021
Q4 		$109K Sell
2,023
-5,761
-74% -$280K ﹤0.01% 1294
2021
Q3 		$359K Sell
7,784
-8,260
-51% -$400K ﹤0.01% 1252
2021
Q2 		$733K Sell
16,044
-1,033
-6% -$48.5K ﹤0.01% 1185
2021
Q1 		$764K Buy
17,077
+15,672
+1,115% +$708K ﹤0.01% 1220
2020
Q4 		$66K Sell
1,405
-200
-12% -$8.88K ﹤0.01% 1389
2020
Q3 		$67K Sell
1,605
-623
-28% -$26.8K ﹤0.01% 1255
2020
Q2 		$94K Buy
2,228
+2,063
+1,250% +$87.1K ﹤0.01% 1161
2020
Q1 		$7K Buy
+165
New +$7.79K ﹤0.01% 1282

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Schroder Investment Management Group's WTRG Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Essential Utilities (WTRG) stake by 38% in Q2 2026, selling an estimated $186K and leaving 8,041 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Schroder Investment Management Group first reported a position in WTRG in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.97M in Q4 2024. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Schroder Investment Management Group held 8,041 shares of Essential Utilities worth $309K as of Q2 2026.
  • Schroder Investment Management Group sold 4,862 Essential Utilities shares in Q2 2026, an estimated $186K.
  • Essential Utilities made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1123 holding.
  • Schroder Investment Management Group first reported a position in Essential Utilities in Q1 2020 and has held it in 22 quarters since.
  • Schroder Investment Management Group's Essential Utilities position peaked at $3.97M in Q4 2024.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.