Atom Investors’s Essential Utilities WTRG Stock Holding History

Atom Investors’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 Q3	–	Sell	-147,774	Closed	-$5.49M	–	857
2025 Q2	$5.49M	Buy	147,774 +4,043	+3%	+$157K	0.49%	43
2025 Q1	$5.68M	Buy	143,731 +129,985	+946%	+$4.77M	0.7%	28
2024 Q4	$499K	Sell	13,746 -216,598	-94%	-$8.41M	0.06%	311
2024 Q3	$8.88M	Sell	230,344 -655	-0.3%	-$25.7K	0.93%	14
2024 Q2	$8.62M	Buy	230,999 +105,922	+85%	+$3.93M	0.86%	21
2024 Q1	$4.63M	Sell	125,077 -24,404	-16%	-$885K	0.58%	43
2023 Q4	$5.58M	Buy	149,481 +50,348	+51%	+$1.76M	0.99%	11
2023 Q3	$3.4M	Buy	99,133 +53,426	+117%	+$2.07M	0.78%	17
2023 Q2	$1.82M	Buy	+45,707	New	+$1.92M	0.69%	22
2021 Q2	–	Sell	-21,290	Closed	-$953K	–	358
2021 Q1	$953K	Sell	21,290 -1,835	-8%	-$82.9K	0.18%	112
2020 Q4	$1.09M	Sell	23,125 -96,914	-81%	-$4.31M	0.12%	182
2020 Q3	$4.83M	Sell	120,039 -34,487	-22%	-$1.48M	0.49%	47
2020 Q2	$6.53M	Sell	154,526 -1,837	-1%	-$77.6K	0.7%	39
2020 Q1	$6.36M	Buy	156,363 +29,587	+23%	+$1.4M	0.65%	44
2019 Q4	$5.95M	Sell	126,776 -13,741	-10%	-$619K	0.5%	69
2019 Q3	$6.3M	Sell	140,517 -14,686	-9%	-$630K	0.47%	83
2019 Q2	$6.42M	Buy	155,203 +49,471	+47%	+$1.92M	0.42%	76
2019 Q1	$3.85M	Buy	+105,732	New	+$3.73M	0.33%	95

Other funds holding WTRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return