Bridgefront Capital’s Essential Utilities WTRG Stock Holding History

Bridgefront Capital’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	-9,150	Closed	-$340K	–	862
2025 Q2	$340K	Sell	9,150 -9,256	-50%	-$361K	0.09%	392
2025 Q1	$728K	Buy	+18,406	New	+$676K	0.21%	154
2024 Q1	–	Sell	-8,381	Closed	-$313K	–	576
2023 Q4	$313K	Buy	+8,381	New	+$293K	0.24%	162
2023 Q2	–	Sell	-12,404	Closed	-$541K	–	690
2023 Q1	$541K	Buy	+12,404	New	+$560K	0.33%	82
2022 Q1	–	Sell	-4,228	Closed	-$227K	–	435
2021 Q4	$227K	Buy	+4,228	New	+$205K	0.22%	208
2021 Q2	–	Sell	-11,969	Closed	-$536K	–	947
2021 Q1	$536K	Buy	+11,969	New	+$540K	0.17%	198

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 $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bridgefront Capital's WTRG Position: Q3 2025 in Review

Bridgefront Capital sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 9,150 shares — an estimated $340K sold.

Bridgefront Capital first reported a position in WTRG in Q1 2021 and held it in 6 quarters. The position peaked at $728K in Q1 2025. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

Bridgefront Capital reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
Bridgefront Capital sold 9,150 Essential Utilities shares in Q3 2025, an estimated $340K.
Bridgefront Capital first reported a position in Essential Utilities in Q1 2021 and held it in 6 quarters.
Bridgefront Capital's Essential Utilities position peaked at $728K in Q1 2025.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Bridgefront Capital's 13F filing for Q3 2025, filed 14 Nov 2025.