Advisors Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
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|
2025
Q1 | $268K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $262K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $332K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $299K | Sell |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $290K | Sell |
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|
2020
Q4 | $308K | Hold |
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|
2020
Q3 | $263K | Sell |
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|
2020
Q2 | $352K | Hold |
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|
2020
Q1 | $339K | Hold |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $372K | Buy |
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