Baird Financial Group’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 | $4.64M | Buy |
124,861
+1,304
| +1% | +$48.4K | 0.01% | 746 |
|
|
2025
Q1 | $4.88M | Buy |
123,557
+19,868
| +19% | +$785K | 0.01% | 691 |
|
|
2024
Q4 | $3.77M | Buy |
103,689
+63,912
| +161% | +$2.32M | 0.01% | 769 |
|
|
2024
Q3 | $1.53M | Sell |
39,777
-1,359
| -3% | -$52.4K | ﹤0.01% | 1042 |
|
|
2024
Q2 | $1.54M | Sell |
41,136
-1,896
| -4% | -$70.8K | ﹤0.01% | 1035 |
|
|
2024
Q1 | $1.59M | Sell |
43,032
-1,665
| -4% | -$61.7K | ﹤0.01% | 1018 |
|
|
2023
Q4 | $1.67M | Sell |
44,697
-13,100
| -23% | -$489K | ﹤0.01% | 982 |
|
|
2023
Q3 | $1.98M | Sell |
57,797
-388
| -0.7% | -$13.3K | 0.01% | 908 |
|
|
2023
Q2 | $2.32M | Sell |
58,185
-968
| -2% | -$38.6K | 0.01% | 865 |
|
|
2023
Q1 | $2.58M | Buy |
59,153
+3,055
| +5% | +$133K | 0.01% | 813 |
|
|
2022
Q4 | $2.68M | Buy |
56,098
+7,857
| +16% | +$375K | 0.01% | 781 |
|
|
2022
Q3 | $2M | Sell |
48,241
-1,375
| -3% | -$56.9K | 0.01% | 835 |
|
|
2022
Q2 | $2.28M | Buy |
49,616
+2,627
| +6% | +$120K | 0.01% | 806 |
|
|
2022
Q1 | $2.4M | Buy |
46,989
+1,294
| +3% | +$66.1K | 0.01% | 826 |
|
|
2021
Q4 | $2.45M | Sell |
45,695
-60
| -0.1% | -$3.22K | 0.01% | 853 |
|
|
2021
Q3 | $2.11M | Sell |
45,755
-692
| -1% | -$31.9K | 0.01% | 926 |
|
|
2021
Q2 | $2.12M | Sell |
46,447
-3,656
| -7% | -$167K | 0.01% | 898 |
|
|
2021
Q1 | $2.24M | Sell |
50,103
-10,303
| -17% | -$461K | 0.01% | 840 |
|
|
2020
Q4 | $2.86M | Buy |
60,406
+12,403
| +26% | +$587K | 0.01% | 698 |
|
|
2020
Q3 | $1.93M | Buy |
48,003
+175
| +0.4% | +$7.04K | 0.01% | 755 |
|
|
2020
Q2 | $2.02M | Sell |
47,828
-44,288
| -48% | -$1.87M | 0.01% | 719 |
|
|
2020
Q1 | $3.75M | Sell |
92,116
-1,754
| -2% | -$71.4K | 0.02% | 508 |
|
|
2019
Q4 | $4.41M | Buy |
93,870
+414
| +0.4% | +$19.4K | 0.02% | 560 |
|
|
2019
Q3 | $4.19M | Buy |
93,456
+1,353
| +1% | +$60.7K | 0.02% | 559 |
|
|
2019
Q2 | $3.81M | Buy |
92,103
+9,108
| +11% | +$377K | 0.01% | 595 |
|
|
2019
Q1 | $3.02M | Sell |
82,995
-23,567
| -22% | -$859K | 0.02% | 564 |
|
|
2018
Q4 | $3.64M | Sell |
106,562
-19,127
| -15% | -$654K | 0.02% | 484 |
|
|
2018
Q3 | $4.61M | Sell |
125,689
-1,268
| -1% | -$46.5K | 0.03% | 465 |
|
|
2018
Q2 | $4.47M | Sell |
126,957
-41
| -0% | -$1.44K | 0.03% | 459 |
|
|
2018
Q1 | $4.33M | Buy |
126,998
+149
| +0.1% | +$5.08K | 0.03% | 452 |
|
|
2017
Q4 | $4.98M | Sell |
126,849
-313
| -0.2% | -$12.3K | 0.04% | 421 |
|
|
2017
Q3 | $4.22M | Buy |
127,162
+5,048
| +4% | +$168K | 0.03% | 450 |
|
|
2017
Q2 | $4.07M | Sell |
122,114
-322
| -0.3% | -$10.7K | 0.03% | 443 |
|
|
2017
Q1 | $3.94M | Sell |
122,436
-11,749
| -9% | -$378K | 0.03% | 449 |
|
|
2016
Q4 | $4.03M | Buy |
134,185
+5,728
| +4% | +$172K | 0.04% | 413 |
|
|
2016
Q3 | $3.92M | Sell |
128,457
-2,971
| -2% | -$90.5K | 0.04% | 417 |
|
|
2016
Q2 | $4.64M | Buy |
131,428
+7,993
| +6% | +$282K | 0.04% | 373 |
|
|
2016
Q1 | $3.93M | Sell |
123,435
-133
| -0.1% | -$4.23K | 0.04% | 401 |
|
|
2015
Q4 | $3.68M | Buy |
123,568
+4,228
| +4% | +$126K | 0.04% | 405 |
|
|
2015
Q3 | $3.16M | Buy |
119,340
+513
| +0.4% | +$13.6K | 0.03% | 421 |
|
|
2015
Q2 | $2.91M | Buy |
+118,827
| New | +$2.91M | 0.03% | 462 |
|