AGP Franklin’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.43M Buy
38,510
+25,116
+188% +$933K 0.76% 50
2025
Q1
$535K Buy
13,394
+1,275
+11% +$50.9K 0.33% 63
2024
Q4
$440K Buy
+12,119
New +$440K 0.27% 68