ZP
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Zimmer Partners’s Essential Utilities WTRG Stock Holding History

Zimmer Partners’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
-80
Closed -$3.07K – 156
2025
Q4 		$3.07K Buy
+80
New +$3.15K ﹤0.01% 117
2025
Q3 		– Sell
-175,000
Closed -$6.5M – 200
2025
Q2 		$6.5M Buy
+175,000
New +$6.82M 0.14% 99
2024
Q2 		– Sell
-98,400
Closed -$3.65M – 182
2024
Q1 		$3.65M Sell
98,400
-365,620
-79% -$13.3M 0.08% 104
2023
Q4 		$17.3M Sell
464,020
-5,713,568
-92% -$199M 0.63% 32
2023
Q3 		$212M Buy
6,177,588
+4,081,310
+195% +$158M 5.47% 4
2023
Q2 		$83.7M Sell
2,096,278
-63,000
-3% -$2.64M 1.97% 19
2023
Q1 		$94.3M Buy
2,159,278
+104,878
+5% +$4.73M 1.93% 18
2022
Q4 		$98.1M Buy
2,054,400
+949,400
+86% +$43M 1.97% 20
2022
Q3 		$45.7M Buy
1,105,000
+621,674
+129% +$30.1M 0.99% 31
2022
Q2 		$22.2M Sell
483,326
-429,396
-47% -$19.9M 0.46% 47
2022
Q1 		$46.7M Sell
912,722
-26,300
-3% -$1.27M 0.67% 44
2021
Q4 		$50.4M Buy
939,022
+218,009
+30% +$10.6M 0.75% 42
2021
Q3 		$33.2M Buy
721,013
+503,922
+232% +$24.4M 0.52% 48
2021
Q2 		$9.92M Sell
217,091
-176,106
-45% -$8.26M 0.13% 95
2021
Q1 		$17.6M Sell
393,197
-31,803
-7% -$1.44M 0.24% 84
2020
Q4 		$20.1M Sell
425,000
-8,104,478
-95% -$360M 0.3% 64
2020
Q3 		$343M Hold
8,529,478
– – 5.31% 3
2020
Q2 		$360M Sell
8,529,478
-36,690
-0.4% -$1.55M 4.88% 3
2020
Q1 		$349M Sell
8,566,168
-1,433,832
-14% -$67.7M 7.72% 1
2019
Q4 		$469M Sell
10,000,000
-1,297,094
-11% -$58.4M 6.49% 1
2019
Q3 		$506M Buy
11,297,094
+81,915
+0.7% +$3.52M 5.51% 3
2019
Q2 		$464M Buy
+11,215,179
New +$436M 4.91% 4

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 $416B AUM 44.19% 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

Zimmer Partners's WTRG Position: Q1 2026 in Review

Zimmer Partners sold out of Essential Utilities (WTRG) in Q1 2026, closing a stake of 80 shares — an estimated $3.07K sold.

Zimmer Partners first reported a position in WTRG in Q2 2019 and held it in 22 quarters. The position peaked at $506M in Q3 2019. 697 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Zimmer Partners reported no remaining Essential Utilities position as of Q1 2026 after selling out during the quarter.
  • Zimmer Partners sold 80 Essential Utilities shares in Q1 2026, an estimated $3.07K.
  • Zimmer Partners first reported a position in Essential Utilities in Q2 2019 and held it in 22 quarters.
  • Zimmer Partners's Essential Utilities position peaked at $506M in Q3 2019.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.