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Sumitomo Mitsui DS Asset Management’s Essential Utilities WTRG Stock Holding History

Sumitomo Mitsui DS 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
-26,161
Closed -$1M – 791
2025
Q4 		$1M Hold
26,161
– – 0.01% 618
2025
Q3 		$1.04M Hold
26,161
– – 0.01% 609
2025
Q2 		$972K Sell
26,161
-224
-0.8% -$8.72K 0.01% 618
2025
Q1 		$1.04M Sell
26,385
-50
-0.2% -$1.84K 0.01% 622
2024
Q4 		$960K Hold
26,435
– – 0.01% 631
2024
Q3 		$1.02M Hold
26,435
– – 0.01% 615
2024
Q2 		$987K Buy
26,435
+9,463
+56% +$351K 0.01% 609
2024
Q1 		$629K Hold
16,972
– – 0.01% 660
2023
Q4 		$634K Hold
16,972
– – 0.01% 683
2023
Q3 		$583K Sell
16,972
-163
-1% -$6.32K 0.01% 657
2023
Q2 		$684K Hold
17,135
– – 0.01% 638
2023
Q1 		$748K Hold
17,135
– – 0.01% 605
2022
Q4 		$818K Buy
17,135
+2,420
+16% +$110K 0.02% 561
2022
Q3 		$609K Buy
14,715
+158
+1% +$7.65K 0.01% 596
2022
Q2 		$667K Hold
14,557
– – 0.02% 579
2022
Q1 		$744K Hold
14,557
– – 0.02% 581
2021
Q4 		$781K Sell
14,557
-44
-0.3% -$2.14K 0.02% 583
2021
Q3 		$672K Sell
14,601
-234
-2% -$11.3K 0.02% 597
2021
Q2 		$677K Buy
14,835
+3,342
+29% +$157K 0.02% 609
2021
Q1 		$514K Hold
11,493
– – 0.01% 637
2020
Q4 		$543K Sell
11,493
-3,314
-22% -$147K 0.02% 595
2020
Q3 		$595K Buy
14,807
+3,650
+33% +$157K 0.02% 542
2020
Q2 		$471K Buy
11,157
+163
+1% +$6.88K 0.02% 574
2020
Q1 		$447K Sell
10,994
-2,499
-19% -$118K 0.02% 524
2019
Q4 		$633K Buy
+13,493
New +$608K 0.02% 546

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

Sumitomo Mitsui DS Asset Management's WTRG Position: Q1 2026 in Review

Sumitomo Mitsui DS Asset Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 26,161 shares — an estimated $1M sold.

Sumitomo Mitsui DS Asset Management first reported a position in WTRG in Q4 2019 and held it in 25 quarters. The position peaked at $1.04M in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Sumitomo Mitsui DS Asset Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 26,161 Essential Utilities shares in Q1 2026, an estimated $1M.
  • Sumitomo Mitsui DS Asset Management first reported a position in Essential Utilities in Q4 2019 and held it in 25 quarters.
  • Sumitomo Mitsui DS Asset Management's Essential Utilities position peaked at $1.04M in Q3 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.