What smart money is saying about Severn Trent
SVT.L
No fund has written a full thesis on Severn Trent in our archive, but 3 fund letters report a position in it — most recently Royal London AM Sustainable Funds in July 2026.
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3
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Severn Trent — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 2 | 0 | 0 | 0 |
Fund activity · 3 positions · 1 move
- New positionRoyal London AM Sustainable FundsJuly 2026
“The FTSE All-Share Index recorded positive returns in July, driven by strong quarterly earnings across sectors, with energy stocks leading gains as oil prices remained elevated amid the absence of a US-Iran ceasefire. The Trust underperformed the index during the month. Negative contributors included Rentokil, after the new CEO indicated that more work is needed to deliver the turnaround than previously expected. And ASML, a Dutch semiconductor equipment manufacturer, following a strong run year-to-date, impacted by fears of Chinese competition and caught up in a broader AI sell-off. Top contributors included Amazon, driven by stronger-than-expected earnings for its cloud services. The Trust initiated positions in Metso, a mining equipment provider which is set to benefit from a multi-year mining investment cycle driven by electrification and AI, and Severn Trent, a UK water utility with defensive earnings and industry-leading operational performance.”
Severn Trent - December 2025
“Portfolio Attribution: During the fourth quarter, the largest positive contributors were investments in the three UK listed water utilities (Severn Trent, Pennon Group, and United Utilities).”
Severn Trent - December 2025
“Severn Trent plc – Climate & Nature Purpose: Severn Trent plc, a UK water utility, was engaged to review its approach to just adaptation and integration of nature-based solutions.”
Severn Trent
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