Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Essential Utilities WTRG Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q2 		$7.75M Sell
202,400
-13,457
-6% -$514K 0.01% 751
2026
Q1 		$8.68M Sell
215,857
-111,606
-34% -$4.39M 0.01% 659
2025
Q4 		$12.6M Sell
327,463
-1,658
-0.5% -$65.2K 0.02% 528
2025
Q3 		$13.1M Buy
329,121
+107,269
+48% +$4.09M 0.02% 521
2025
Q2 		$8.24M Buy
221,852
+6,851
+3% +$267K 0.01% 631
2025
Q1 		$8.5M Buy
215,001
+8,196
+4% +$301K 0.02% 613
2024
Q4 		$7.51M Buy
+206,805
New +$8.03M 0.01% 613

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WTRG Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Essential Utilities (WTRG) stake by 6.2% in Q2 2026, selling an estimated $514K and leaving 202,400 shares worth $7.75M. The position accounts for 0.01% of the portfolio, ranked #751.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.1M in Q3 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 202,400 shares of Essential Utilities worth $7.75M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 13,457 Essential Utilities shares in Q2 2026, an estimated $514K.
  • Essential Utilities made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #751 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Essential Utilities position peaked at $13.1M in Q3 2025.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.