Beck Bode LLC’s Essential Utilities WTRG Stock Holding History

Beck Bode LLC’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 Q4	–	Sell	-491,864	Closed	-$19.6M	–	114
2025 Q3	$19.6M	Buy	491,864 +4,874	+1%	+$186K	3.17%	13
2025 Q2	$18.1M	Buy	+486,990	New	+$19M	3.06%	12
2023 Q4	–	Sell	-233,847	Closed	-$8.03M	–	153
2023 Q3	$8.03M	Buy	+233,847	New	+$9.06M	2.05%	15
2022 Q4	–	Sell	-267,609	Closed	-$11.1M	–	257
2022 Q3	$11.1M	Buy	267,609 +16,400	+7%	+$795K	2.4%	7
2022 Q2	$11.5M	Buy	+251,209	New	+$11.7M	2.45%	7
2021 Q3	–	Sell	-253,110	Closed	-$11.6M	–	314
2021 Q2	$11.6M	Buy	+253,110	New	+$11.9M	3.19%	12
2020 Q1	–	Sell	-191,820	Closed	-$9M	–	79
2019 Q4	$9M	Buy	+191,820	New	+$8.64M	3.7%	7

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beck Bode LLC's WTRG Position: Q4 2025 in Review

Beck Bode LLC sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 491,864 shares — an estimated $19.6M sold.

Beck Bode LLC first reported a position in WTRG in Q4 2019 and held it in 7 quarters. The position peaked at $19.6M in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

Beck Bode LLC reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
Beck Bode LLC sold 491,864 Essential Utilities shares in Q4 2025, an estimated $19.6M.
Beck Bode LLC first reported a position in Essential Utilities in Q4 2019 and held it in 7 quarters.
Beck Bode LLC's Essential Utilities position peaked at $19.6M in Q3 2025.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Beck Bode LLC's 13F filing for Q4 2025, filed 9 Feb 2026.