Sumitomo Mitsui Trust Group
WTRG icon

Sumitomo Mitsui Trust Group’s Essential Utilities WTRG Stock Holding History

Sumitomo Mitsui Trust 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 		$1.92M Buy
50,204
+5,173
+11% +$198K ﹤0.01% 813
2026
Q1 		$1.81M Sell
45,031
-520,598
-92% -$20.5M ﹤0.01% 800
2025
Q4 		$21.7M Sell
565,629
-9,895
-2% -$389K 0.01% 630
2025
Q3 		$23M Buy
575,524
+31,606
+6% +$1.2M 0.01% 627
2025
Q2 		$20.2M Buy
543,918
+7,200
+1% +$280K 0.01% 629
2025
Q1 		$21.2M Buy
536,718
+29,708
+6% +$1.09M 0.02% 632
2024
Q4 		$18.4M Sell
507,010
-3,043
-0.6% -$118K 0.01% 655
2024
Q3 		$19.7M Buy
510,053
+29,461
+6% +$1.16M 0.01% 641
2024
Q2 		$17.9M Sell
480,592
-78,229
-14% -$2.9M 0.01% 647
2024
Q1 		$20.7M Buy
558,821
+25,812
+5% +$936K 0.01% 701
2023
Q4 		$19.9M Sell
533,009
-9,075
-2% -$317K 0.01% 705
2023
Q3 		$18.6M Buy
542,084
+276
+0.1% +$10.7K 0.02% 711
2023
Q2 		$21.6M Sell
541,808
-105,028
-16% -$4.41M 0.02% 695
2023
Q1 		$28.2M Sell
646,836
-5,366
-0.8% -$242K 0.02% 650
2022
Q4 		$31.1M Buy
652,202
+2,644
+0.4% +$120K 0.02% 627
2022
Q3 		$26.9M Buy
649,558
+16,978
+3% +$823K 0.02% 653
2022
Q2 		$29M Buy
632,580
+37,769
+6% +$1.75M 0.02% 661
2022
Q1 		$30.4M Buy
594,811
+7,113
+1% +$343K 0.02% 651
2021
Q4 		$31.6M Sell
587,698
-179,426
-23% -$8.71M 0.02% 649
2021
Q3 		$35.3M Buy
767,124
+110,367
+17% +$5.35M 0.02% 626
2021
Q2 		$30M Sell
656,757
-36,615
-5% -$1.72M 0.02% 671
2021
Q1 		$31M Sell
693,372
-82,509
-11% -$3.73M 0.02% 649
2020
Q4 		$36.7M Sell
775,881
-94,504
-11% -$4.2M 0.02% 617
2020
Q3 		$35M Sell
870,385
-82,275
-9% -$3.53M 0.02% 587
2020
Q2 		$40.2M Sell
952,660
-216,281
-19% -$9.14M 0.03% 550
2020
Q1 		$47.6M Buy
1,168,941
+430,167
+58% +$20.3M 0.04% 451
2019
Q4 		$34.7M Buy
+738,774
New +$33.3M 0.03% 583

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

Sumitomo Mitsui Trust Group's WTRG Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Essential Utilities (WTRG) stake by 11% in Q2 2026, buying an estimated $198K and bringing the position to 50,204 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Sumitomo Mitsui Trust Group first reported a position in WTRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $47.6M in Q1 2020. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 50,204 shares of Essential Utilities worth $1.92M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 5,173 Essential Utilities shares in Q2 2026, an estimated $198K.
  • Essential Utilities made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #813 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Essential Utilities in Q4 2019 and has held it in 27 quarters since.
  • Sumitomo Mitsui Trust Group's Essential Utilities position peaked at $47.6M in Q1 2020.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.