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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11
Closed -$412 – 1027
2025
Q2 		$412 Sell
11
-49
-82% -$1.91K ﹤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 +$2.36K ﹤0.01% 968

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Beacon Capital Management LLC (Tennessee)'s WTRG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 11 shares — an estimated $412 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WTRG in Q3 2024 and held it in 4 quarters. The position peaked at $2.37K in Q1 2025. 681 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 11 Essential Utilities shares in Q3 2025, an estimated $412.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Essential Utilities in Q3 2024 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Essential Utilities position peaked at $2.37K in Q1 2025.
  • 681 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.