USS Investment Management’s Essential Utilities WTRG Stock Holding History

USS 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
2025 Q1	–	Sell	-34,900	Closed	-$1.27M	–	559
2024 Q4	$1.27M	Hold	34,900	–	–	0.01%	532
2024 Q3	$1.35M	Hold	34,900	–	–	0.01%	516
2024 Q2	$1.3M	Hold	34,900	–	–	0.01%	522
2024 Q1	$1.29M	Hold	34,900	–	–	0.01%	516
2023 Q4	$1.3M	Buy	+34,900	New	+$1.22M	0.01%	527
2022 Q3	–	Sell	-17,763	Closed	-$814K	–	702
2022 Q2	$814K	Sell	17,763 -3,037	-15%	-$141K	0.01%	630
2022 Q1	$1.06M	Sell	20,800 -30,660	-60%	-$1.48M	0.01%	647
2021 Q4	$2.76M	Hold	51,460	–	–	0.02%	569
2021 Q3	$2.37M	Buy	51,460 +20,448	+66%	+$990K	0.02%	601
2021 Q2	$1.42M	Hold	31,012	–	–	0.01%	476
2021 Q1	$1.39M	Hold	31,012	–	–	0.01%	462
2020 Q4	$1.47M	Hold	31,012	–	–	0.01%	438
2020 Q3	$1.25M	Hold	31,012	–	–	0.01%	442
2020 Q2	$1.31M	Buy	+31,012	New	+$1.31M	0.01%	433

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USS Investment Management's WTRG Position: Q1 2025 in Review

USS Investment Management sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 34,900 shares — an estimated $1.27M sold.

USS Investment Management first reported a position in WTRG in Q2 2020 and held it in 14 quarters. The position peaked at $2.76M in Q4 2021. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

USS Investment Management reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
USS Investment Management sold 34,900 Essential Utilities shares in Q1 2025, an estimated $1.27M.
USS Investment Management first reported a position in Essential Utilities in Q2 2020 and held it in 14 quarters.
USS Investment Management's Essential Utilities position peaked at $2.76M in Q4 2021.
678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on USS Investment Management's 13F filing for Q1 2025, filed 15 May 2025.