Swedbank
WTRG icon

Swedbank’s Essential Utilities WTRG Stock Holding History

Swedbank’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
-373,159
Closed -$14.3M – 708
2025
Q4 		$14.3M Sell
373,159
-472
-0.1% -$18.6K 0.01% 447
2025
Q3 		$14.9M Buy
373,631
+1,400
+0.4% +$53.4K 0.02% 428
2025
Q2 		$13.8M Buy
372,231
+3,746
+1% +$146K 0.02% 435
2025
Q1 		$14.6M Buy
368,485
+73,034
+25% +$2.68M 0.02% 408
2024
Q4 		$10.7M Buy
295,451
+13,081
+5% +$508K 0.01% 457
2024
Q3 		$10.9M Buy
282,370
+8,148
+3% +$320K 0.01% 447
2024
Q2 		$10.2M Sell
274,222
-2,434
-0.9% -$90.3K 0.01% 436
2024
Q1 		$10.3M Buy
276,656
+79,868
+41% +$2.9M 0.01% 444
2023
Q4 		$7.35M Buy
196,788
+1,300
+0.7% +$45.4K 0.01% 476
2023
Q3 		$6.71M Buy
195,488
+5,100
+3% +$198K 0.01% 471
2023
Q2 		$7.6M Buy
190,388
+3,913
+2% +$164K 0.01% 459
2023
Q1 		$8.14M Sell
186,475
-1,300
-0.7% -$58.6K 0.02% 442
2022
Q4 		$8.96M Buy
187,775
+1,100
+0.6% +$49.8K 0.02% 438
2022
Q3 		$7.72M Buy
186,675
+110,117
+144% +$5.33M 0.02% 443
2022
Q2 		$3.51M Buy
76,558
+5,709
+8% +$265K 0.01% 550
2022
Q1 		$3.62M Hold
70,849
– – 0.01% 573
2021
Q4 		$3.79M Sell
70,849
-4,300
-6% -$209K 0.01% 589
2021
Q3 		$3.46M Sell
75,149
-41,855
-36% -$2.03M 0.01% 591
2021
Q2 		$5.35M Buy
117,004
+21,060
+22% +$988K 0.01% 544
2021
Q1 		$4.29M Buy
+95,944
New +$4.33M 0.01% 564

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 $3.37T AUM 44.26% 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

Swedbank's WTRG Position: Q1 2026 in Review

Swedbank sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 373,159 shares — an estimated $14.3M sold.

Swedbank first reported a position in WTRG in Q1 2021 and held it in 20 quarters. The position peaked at $14.9M in Q3 2025. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Swedbank reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Swedbank sold 373,159 Essential Utilities shares in Q1 2026, an estimated $14.3M.
  • Swedbank first reported a position in Essential Utilities in Q1 2021 and held it in 20 quarters.
  • Swedbank's Essential Utilities position peaked at $14.9M in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Swedbank's 13F filing for Q1 2026, filed 29 Apr 2026.