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Vinva Investment Management’s Essential Utilities WTRG Stock Holding History

Vinva 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
-12,457
Closed -$479K – 502
2025
Q4 		$479K Sell
12,457
-3,973
-24% -$156K 0.01% 348
2025
Q3 		$643K Sell
16,430
-1,606
-9% -$61.2K 0.01% 359
2025
Q2 		$666K Buy
18,036
+10,811
+150% +$421K 0.02% 336
2025
Q1 		$284K Buy
+7,225
New +$265K 0.01% 359
2024
Q2 		– Sell
-5,589
Closed -$207K – 452
2024
Q1 		$207K Hold
5,589
– – 0.01% 409
2023
Q4 		$210K Buy
+5,589
New +$195K 0.01% 387
2023
Q3 		– Sell
-5,860
Closed -$231K – 408
2023
Q2 		$231K Sell
5,860
-855
-13% -$35.9K 0.02% 360
2023
Q1 		$289K Buy
+6,715
New +$303K 0.02% 370

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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

Vinva Investment Management's WTRG Position: Q1 2026 in Review

Vinva Investment Management sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 12,457 shares — an estimated $479K sold.

Vinva Investment Management first reported a position in WTRG in Q1 2023 and held it in 8 quarters. The position peaked at $666K in Q2 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Vinva Investment Management reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Vinva Investment Management sold 12,457 Essential Utilities shares in Q1 2026, an estimated $479K.
  • Vinva Investment Management first reported a position in Essential Utilities in Q1 2023 and held it in 8 quarters.
  • Vinva Investment Management's Essential Utilities position peaked at $666K in Q2 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.