VIS
WTRG icon

Vega Investment Solutions’s Essential Utilities WTRG Stock Holding History

Vega Investment Solutions’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 		– Sell
-1,150
Closed -$46.3K – 209
2026
Q1 		$46.3K Hold
1,150
– – 0.01% 104
2025
Q4 		$44.1K Buy
+1,150
New +$45.3K 0.01% 117
2025
Q2 		$42.7K Sell
1,150
-1,162
-50% -$45.3K 0.01% 117
2025
Q1 		$91.4K Buy
+2,312
New +$84.9K 0.02% 119

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State Street
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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

Vega Investment Solutions's WTRG Position: Q2 2026 in Review

Vega Investment Solutions sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 1,150 shares — an estimated $46.3K sold.

Vega Investment Solutions first reported a position in WTRG in Q1 2025 and held it in 4 quarters. The position peaked at $91.4K in Q1 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Vega Investment Solutions reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Vega Investment Solutions sold 1,150 Essential Utilities shares in Q2 2026, an estimated $46.3K.
  • Vega Investment Solutions first reported a position in Essential Utilities in Q1 2025 and held it in 4 quarters.
  • Vega Investment Solutions's Essential Utilities position peaked at $91.4K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Vega Investment Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.