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United Services Automobile Association’s Essential Utilities WTRG Stock Holding History

United Services Automobile Association’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
2025
Q2 		– Sell
-16,409
Closed -$645K – 1035
2025
Q1 		$645K Hold
16,409
– – 0.02% 421
2024
Q4 		$596K Hold
16,409
– – 0.02% 277
2024
Q3 		$633K Sell
16,409
-3,364
-17% -$132K 0.02% 255
2024
Q2 		$738K Buy
19,773
+2,144
+12% +$79.5K 0.02% 274
2024
Q1 		$653K Hold
17,629
– – 0.02% 299
2023
Q4 		$658K Buy
17,629
+1,373
+8% +$47.9K 0.01% 286
2023
Q3 		$558K Buy
16,256
+1,375
+9% +$53.3K 0.01% 284
2023
Q2 		$594K Buy
14,881
+88
+0.6% +$3.69K 0.02% 242
2023
Q1 		$646K Sell
14,793
-8,729
-37% -$394K 0.02% 232
2022
Q4 		$1.12M Sell
23,522
-2,271
-9% -$103K 0.03% 268
2022
Q3 		$1.07M Buy
25,793
+1,190
+5% +$57.6K 0.03% 271
2022
Q2 		$1.13M Buy
+24,603
New +$1.14M 0.03% 263
2019
Q3 		– Sell
-31,458
Closed -$1.3M – 1757
2019
Q2 		$1.3M Buy
31,458
+4,174
+15% +$162K ﹤0.01% 1223
2019
Q1 		$994K Hold
27,284
– – ﹤0.01% 1322
2018
Q4 		$933K Hold
27,284
– – ﹤0.01% 1282
2018
Q3 		$1.01M Sell
27,284
-768
-3% -$28.4K ﹤0.01% 1349
2018
Q2 		$987K Buy
28,052
+768
+3% +$26.3K ﹤0.01% 1373
2018
Q1 		$929K Buy
+27,284
New +$950K ﹤0.01% 1422

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Services Automobile Association's WTRG Position: Q2 2025 in Review

United Services Automobile Association sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 16,409 shares — an estimated $645K sold.

United Services Automobile Association first reported a position in WTRG in Q1 2018 and held it in 18 quarters. The position peaked at $1.3M in Q2 2019. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • United Services Automobile Association reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 16,409 Essential Utilities shares in Q2 2025, an estimated $645K.
  • United Services Automobile Association first reported a position in Essential Utilities in Q1 2018 and held it in 18 quarters.
  • United Services Automobile Association's Essential Utilities position peaked at $1.3M in Q2 2019.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.