VSQM
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V-Square Quantitative Management’s Essential Utilities WTRG Stock Holding History

V-Square Quantitative 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
-5,904
Closed -$226K – 746
2025
Q4 		$226K Buy
+5,904
New +$232K 0.02% 506
2025
Q3 		– Sell
-3,052
Closed -$113K – 599
2025
Q2 		$113K Sell
3,052
-686
-18% -$26.7K 0.02% 518
2025
Q1 		$148K Buy
3,738
+237
+7% +$8.7K 0.02% 524
2024
Q4 		$127K Buy
3,501
+24
+0.7% +$931 0.02% 537
2024
Q3 		$134K Buy
3,477
+333
+11% +$13.1K 0.02% 528
2024
Q2 		$117K Buy
3,144
+7
+0.2% +$260 0.02% 532
2024
Q1 		$116K Hold
3,137
– – 0.02% 535
2023
Q4 		$117K Buy
3,137
+1,041
+50% +$36.3K 0.02% 532
2023
Q3 		$72K Buy
2,096
+182
+10% +$7.05K 0.03% 481
2023
Q2 		$76.4K Buy
+1,914
New +$80.3K 0.06% 260

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

V-Square Quantitative Management's WTRG Position: Q1 2026 in Review

V-Square Quantitative Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 5,904 shares — an estimated $226K sold.

V-Square Quantitative Management first reported a position in WTRG in Q2 2023 and held it in 10 quarters. The position peaked at $226K in Q4 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • V-Square Quantitative Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • V-Square Quantitative Management sold 5,904 Essential Utilities shares in Q1 2026, an estimated $226K.
  • V-Square Quantitative Management first reported a position in Essential Utilities in Q2 2023 and held it in 10 quarters.
  • V-Square Quantitative Management's Essential Utilities position peaked at $226K in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.