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Thompson Investment Management’s Essential Utilities WTRG Stock Holding History

Thompson Investment 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
-81
Closed -$3.11K – 533
2025
Q4 		$3.11K Hold
81
– – ﹤0.01% 456
2025
Q3 		$3.23K Buy
+81
New +$3.09K ﹤0.01% 447

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 $413B AUM 44.57% 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

Thompson Investment Management's WTRG Position: Q1 2026 in Review

Thompson Investment Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 81 shares — an estimated $3.11K sold.

Thompson Investment Management first reported a position in WTRG in Q3 2025 and held it in 2 quarters. The position peaked at $3.23K in Q3 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Thompson Investment Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Thompson Investment Management sold 81 Essential Utilities shares in Q1 2026, an estimated $3.11K.
  • Thompson Investment Management first reported a position in Essential Utilities in Q3 2025 and held it in 2 quarters.
  • Thompson Investment Management's Essential Utilities position peaked at $3.23K in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Thompson Investment Management's 13F filing for Q1 2026, filed 8 Apr 2026.