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Bigelow Investment Advisors’s Essential Utilities WTRG Stock Holding History

Bigelow Investment Advisors’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
2023
Q1 		– Sell
-5,714
Closed -$273K – 152
2022
Q4 		$273K Hold
5,714
– – 0.16% 127
2022
Q3 		$236K Sell
5,714
-300
-5% -$14.5K 0.14% 128
2022
Q2 		$276K Hold
6,014
– – 0.15% 125
2022
Q1 		$307K Hold
6,014
– – 0.14% 125
2021
Q4 		$323K Hold
6,014
– – 0.15% 118
2021
Q3 		$277K Hold
6,014
– – 0.14% 123
2021
Q2 		$275K Hold
6,014
– – 0.13% 123
2021
Q1 		$269K Hold
6,014
– – 0.14% 125
2020
Q4 		$284K Sell
6,014
-440
-7% -$19.5K 0.15% 121
2020
Q3 		$260K Sell
6,454
-1,966
-23% -$84.5K 0.15% 123
2020
Q2 		$356K Hold
8,420
– – 0.23% 107
2020
Q1 		$343K Sell
8,420
-4,214
-33% -$199K 0.26% 102
2019
Q4 		$593K Buy
12,634
+3,146
+33% +$142K 0.35% 80
2019
Q3 		$425K Sell
9,488
-1,500
-14% -$64.4K 0.27% 104
2019
Q2 		$455K Sell
10,988
-2,150
-16% -$83.6K 0.31% 94
2019
Q1 		$479K Sell
13,138
-4,000
-23% -$141K 0.33% 86
2018
Q4 		$586K Hold
17,138
– – 0.44% 69
2018
Q3 		$632K Sell
17,138
-62
-0.4% -$2.29K 0.42% 69
2018
Q2 		$605K Hold
17,200
– – 0.41% 73
2018
Q1 		$586K Buy
17,200
+2,100
+14% +$73.1K 0.4% 76
2017
Q4 		$592K Buy
+15,100
New +$551K 0.59% 49

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bigelow Investment Advisors's WTRG Position: Q1 2023 in Review

Bigelow Investment Advisors sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 5,714 shares — an estimated $273K sold.

Bigelow Investment Advisors first reported a position in WTRG in Q4 2017 and held it in 21 quarters. The position peaked at $632K in Q3 2018. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • Bigelow Investment Advisors reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
  • Bigelow Investment Advisors sold 5,714 Essential Utilities shares in Q1 2023, an estimated $273K.
  • Bigelow Investment Advisors first reported a position in Essential Utilities in Q4 2017 and held it in 21 quarters.
  • Bigelow Investment Advisors's Essential Utilities position peaked at $632K in Q3 2018.
  • 648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Bigelow Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.