UM
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UniSuper Management’s Essential Utilities WTRG Stock Holding History

UniSuper 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
2024
Q4 		– Sell
-6,900
Closed -$266K – 718
2024
Q3 		$266K Hold
6,900
– – ﹤0.01% 700
2024
Q2 		$258K Buy
6,900
+3,200
+86% +$119K ﹤0.01% 939
2024
Q1 		$137K Buy
3,700
+1,900
+106% +$68.9K ﹤0.01% 966
2023
Q4 		$67.2K Hold
1,800
– – ﹤0.01% 701
2023
Q3 		$61.8K Hold
1,800
– – ﹤0.01% 675
2023
Q2 		$71.8K Buy
+1,800
New +$75.5K ﹤0.01% 649

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UniSuper Management's WTRG Position: Q4 2024 in Review

UniSuper Management sold out of Essential Utilities (WTRG) in Q4 2024, closing a stake of 6,900 shares — an estimated $266K sold.

UniSuper Management first reported a position in WTRG in Q2 2023 and held it in 6 quarters. The position peaked at $266K in Q3 2024. 621 funds tracked by Wall St. Rank hold WTRG as of Q4 2024.

  • UniSuper Management reported no remaining Essential Utilities position as of Q4 2024 after selling out during the quarter.
  • UniSuper Management sold 6,900 Essential Utilities shares in Q4 2024, an estimated $266K.
  • UniSuper Management first reported a position in Essential Utilities in Q2 2023 and held it in 6 quarters.
  • UniSuper Management's Essential Utilities position peaked at $266K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2024.

Based on UniSuper Management's 13F filing for Q4 2024, filed 12 Feb 2025.