ACG
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Aventail Capital Group’s Essential Utilities WTRG Stock Holding History

Aventail Capital Group’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.4M Sell
413,673
-528,625
-56% -$19.6M 0.68% 46
2025
Q1 		$37.2M Buy
+942,298
New +$37.2M 1.84% 21