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Van Lanschot Kempen Investment Management’s Essential Utilities WTRG Stock Holding History

Van Lanschot Kempen 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
2026
Q1 		– Sell
-59,550
Closed -$2.28M – 263
2025
Q4 		$2.28M Buy
59,550
+14,562
+32% +$573K 0.02% 219
2025
Q3 		$1.8M Buy
44,988
+1,199
+3% +$45.7K 0.02% 222
2025
Q2 		$1.63M Buy
43,789
+40,427
+1,202% +$1.57M 0.02% 221
2025
Q1 		$133K Sell
3,362
-497
-13% -$18.3K ﹤0.01% 223
2024
Q4 		$140K Sell
3,859
-879
-19% -$34.1K ﹤0.01% 222
2024
Q3 		$183K Sell
4,738
-229
-5% -$9K ﹤0.01% 200
2024
Q2 		$185K Buy
4,967
+2,147
+76% +$79.7K ﹤0.01% 203
2024
Q1 		$104K Buy
2,820
+372
+15% +$13.5K ﹤0.01% 204
2023
Q4 		$91.4K Buy
2,448
+24
+1% +$838 ﹤0.01% 205
2023
Q3 		$83.2K Hold
2,424
– – ﹤0.01% 192
2023
Q2 		$96.7K Buy
2,424
+390
+19% +$16.4K ﹤0.01% 192
2023
Q1 		$88.8K Sell
2,034
-1,802
-47% -$81.3K ﹤0.01% 192
2022
Q4 		$183K Buy
3,836
+2,034
+113% +$92.1K 0.01% 179
2022
Q3 		$75K Buy
+1,802
New +$87.3K ﹤0.01% 189

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Van Lanschot Kempen Investment Management's WTRG Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 59,550 shares — an estimated $2.28M sold.

Van Lanschot Kempen Investment Management first reported a position in WTRG in Q3 2022 and held it in 14 quarters. The position peaked at $2.28M in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Van Lanschot Kempen Investment Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Van Lanschot Kempen Investment Management sold 59,550 Essential Utilities shares in Q1 2026, an estimated $2.28M.
  • Van Lanschot Kempen Investment Management first reported a position in Essential Utilities in Q3 2022 and held it in 14 quarters.
  • Van Lanschot Kempen Investment Management's Essential Utilities position peaked at $2.28M in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.