BCMLT
WTRG icon

Beacon Capital Management LLC (Tennessee)’s Essential Utilities WTRG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$412 Sell
11
-49
-82% -$1.84K ﹤0.01% 1037
2025
Q1 		$2.37K Hold
60
– – ﹤0.01% 907
2024
Q4 		$2.18K Hold
60
– – ﹤0.01% 880
2024
Q3 		$2.31K Buy
+60
New +$2.31K ﹤0.01% 968