Aspire Private Capital’s Essential Utilities WTRG Stock Holding History

Aspire Private Capital’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 Q2	$811K	Hold	21,176	–	–	0.17%	110
2026 Q1	$853K	Hold	21,176	–	–	0.19%	106
2025 Q4	$812K	Hold	21,176	–	–	0.18%	108
2025 Q3	$845K	Hold	21,176	–	–	0.19%	109
2025 Q2	$786K	Hold	21,176	–	–	0.18%	114
2025 Q1	$837K	Hold	21,176	–	–	0.21%	103
2024 Q4	$769K	Hold	21,176	–	–	0.19%	95
2024 Q3	$817K	Hold	21,176	–	–	0.19%	91
2024 Q2	$791K	Hold	21,176	–	–	0.2%	84
2024 Q1	$785K	Hold	21,176	–	–	0.21%	84
2023 Q4	$791K	Buy	+21,176	New	+$739K	0.23%	67

Other funds holding WTRG

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Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return