VI
WTRG icon

Versor Investments’s Essential Utilities WTRG Stock Holding History

Versor Investments’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 		$500K Sell
12,413
-24,878
-67% -$979K 1.22% 28
2025
Q4 		$1.43M Buy
+37,291
New +$1.47M 0.22% 80
2024
Q4 		– Sell
-28,679
Closed -$1.11M – 1008
2024
Q3 		$1.11M Buy
28,679
+5,300
+23% +$208K 0.18% 162
2024
Q2 		$873K Buy
23,379
+4,612
+25% +$171K 0.16% 183
2024
Q1 		$695K Sell
18,767
-3,900
-17% -$141K 0.14% 240
2023
Q4 		$847K Sell
22,667
-6,300
-22% -$220K 0.17% 172
2023
Q3 		$994K Buy
28,967
+8,000
+38% +$310K 0.2% 112
2023
Q2 		$837K Sell
20,967
-3,234
-13% -$136K 0.14% 118
2023
Q1 		$1.06M Buy
24,201
+1,800
+8% +$81.2K 0.14% 102
2022
Q4 		$1.07M Buy
22,401
+14,969
+201% +$678K 0.09% 128
2022
Q3 		$308K Buy
+7,432
New +$360K 0.02% 594
2020
Q2 		– Sell
-10,700
Closed -$435K – 302
2020
Q1 		$435K Buy
+10,700
New +$505K 0.03% 126

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 $94.8B AUM 24.11% 1-Year Est. Return

Versor Investments's WTRG Position: Q1 2026 in Review

Versor Investments reduced its Essential Utilities (WTRG) stake by 67% in Q1 2026, selling an estimated $979K and leaving 12,413 shares worth $500K. The position accounts for 1.22% of the portfolio, ranked #28.

Versor Investments first reported a position in WTRG in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Versor Investments held 12,413 shares of Essential Utilities worth $500K as of Q1 2026.
  • Versor Investments sold 24,878 Essential Utilities shares in Q1 2026, an estimated $979K.
  • Essential Utilities made up 1.22% of Versor Investments's portfolio in Q1 2026, its #28 holding.
  • Versor Investments first reported a position in Essential Utilities in Q1 2020 and has held it in 12 quarters since.
  • Versor Investments's Essential Utilities position peaked at $1.43M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.