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Syon Capital’s Essential Utilities WTRG Stock Holding History

Syon Capital’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 		$242K Buy
6,015
+613
+11% +$24.1K 0.01% 815
2025
Q4 		$207K Sell
5,402
-990
-15% -$39K 0.01% 863
2025
Q3 		$255K Buy
+6,392
New +$244K 0.01% 708

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Syon Capital's WTRG Position: Q1 2026 in Review

Syon Capital increased its Essential Utilities (WTRG) stake by 11% in Q1 2026, buying an estimated $24.1K and bringing the position to 6,015 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #815.

Syon Capital first reported a position in WTRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Syon Capital held 6,015 shares of Essential Utilities worth $242K as of Q1 2026.
  • Syon Capital bought 613 Essential Utilities shares in Q1 2026, an estimated $24.1K.
  • Essential Utilities made up 0.01% of Syon Capital's portfolio in Q1 2026, its #815 holding.
  • Syon Capital first reported a position in Essential Utilities in Q3 2025 and has held it in 3 quarters since.
  • Syon Capital's Essential Utilities position peaked at $255K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.