VI
WTRG icon

Vestcor Inc’s Essential Utilities WTRG Stock Holding History

Vestcor Inc’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
-9,259
Closed -$355K – 1306
2025
Q4 		$355K Hold
9,259
– – 0.01% 818
2025
Q3 		$369K Hold
9,259
– – 0.01% 821
2025
Q2 		$344K Sell
9,259
-2,041
-18% -$79.5K 0.01% 820
2025
Q1 		$447K Sell
11,300
-10,271
-48% -$377K 0.02% 723
2024
Q4 		$783K Buy
21,571
+1,332
+7% +$51.7K 0.03% 522
2024
Q3 		$781K Buy
20,239
+8,642
+75% +$340K 0.02% 533
2024
Q2 		$433K Sell
11,597
-10,635
-48% -$395K 0.01% 714
2024
Q1 		$824K Sell
22,232
-4,296
-16% -$156K 0.03% 471
2023
Q4 		$991K Buy
26,528
+13,149
+98% +$459K 0.03% 446
2023
Q3 		$459K Hold
13,379
– – 0.02% 666
2023
Q2 		$534K Sell
13,379
-562
-4% -$23.6K 0.02% 596
2023
Q1 		$609K Hold
13,941
– – 0.02% 586
2022
Q4 		$665K Buy
13,941
+50
+0.4% +$2.26K 0.02% 587
2022
Q3 		$575K Buy
13,891
+275
+2% +$13.3K 0.02% 634
2022
Q2 		$624K Buy
13,616
+1,133
+9% +$52.6K 0.02% 623
2022
Q1 		$638K Buy
12,483
+912
+8% +$44K 0.02% 605
2021
Q4 		$621K Buy
11,571
+279
+2% +$13.5K 0.02% 574
2021
Q3 		$520K Sell
11,292
-458
-4% -$22.2K 0.02% 583
2021
Q2 		$537K Buy
11,750
+3,034
+35% +$142K 0.02% 609
2021
Q1 		$390K Hold
8,716
– – 0.01% 671
2020
Q4 		$412K Sell
8,716
-1,759
-17% -$78.1K 0.02% 584
2020
Q3 		$422K Hold
10,475
– – 0.02% 526
2020
Q2 		$442K Hold
10,475
– – 0.02% 452
2020
Q1 		$426K Sell
10,475
-1,459
-12% -$68.8K 0.02% 437
2019
Q4 		$560K Buy
+11,934
New +$537K 0.03% 451

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

Vestcor Inc's WTRG Position: Q1 2026 in Review

Vestcor Inc sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 9,259 shares — an estimated $355K sold.

Vestcor Inc first reported a position in WTRG in Q4 2019 and held it in 25 quarters. The position peaked at $991K in Q4 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Vestcor Inc reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Vestcor Inc sold 9,259 Essential Utilities shares in Q1 2026, an estimated $355K.
  • Vestcor Inc first reported a position in Essential Utilities in Q4 2019 and held it in 25 quarters.
  • Vestcor Inc's Essential Utilities position peaked at $991K in Q4 2023.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Vestcor Inc's 13F filing for Q1 2026, filed 12 May 2026.