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Caerus Investment Advisors’s Essential Utilities WTRG Stock Holding History

Caerus 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
2025
Q4 		– Sell
-5,081
Closed -$203K – 367
2025
Q3 		$203K Buy
+5,081
New +$194K 0.08% 263

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Caerus Investment Advisors's WTRG Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 5,081 shares — an estimated $203K sold.

Caerus Investment Advisors first reported a position in WTRG in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Caerus Investment Advisors reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 5,081 Essential Utilities shares in Q4 2025, an estimated $203K.
  • Caerus Investment Advisors first reported a position in Essential Utilities in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Essential Utilities position peaked at $203K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.