AlphaQuest’s Essential Utilities WTRG Stock Holding History

AlphaQuest’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
2025 Q4	–	Sell	-1,284	Closed	-$51.2K	–	2303
2025 Q3	$51.2K	Buy	+1,284	New	+$48.9K	﹤0.01%	1925
2025 Q2	–	Sell	-152	Closed	-$6.01K	–	2177
2025 Q1	$6.01K	Buy	+152	New	+$5.58K	﹤0.01%	1844
2024 Q4	–	Sell	-16,334	Closed	-$630K	–	2051
2024 Q3	$630K	Buy	+16,334	New	+$642K	0.06%	561
2024 Q2	–	Sell	-34	Closed	-$1.26K	–	1932
2024 Q1	$1.26K	Sell	34 -935	-96%	-$33.9K	﹤0.01%	1272
2023 Q4	$36.2K	Buy	+969	New	+$33.8K	0.01%	920

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AlphaQuest's WTRG Position: Q4 2025 in Review

AlphaQuest sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 1,284 shares — an estimated $51.2K sold.

AlphaQuest first reported a position in WTRG in Q4 2023 and held it in 5 quarters. The position peaked at $630K in Q3 2024. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

AlphaQuest reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
AlphaQuest sold 1,284 Essential Utilities shares in Q4 2025, an estimated $51.2K.
AlphaQuest first reported a position in Essential Utilities in Q4 2023 and held it in 5 quarters.
AlphaQuest's Essential Utilities position peaked at $630K in Q3 2024.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on AlphaQuest's 13F filing for Q4 2025, filed 9 Feb 2026.