Campbell & Co Investment Adviser’s Essential Utilities WTRG Stock Holding History

Campbell & Co Investment Adviser’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	-70,943	Closed	-$2.63M	–	1421
2025 Q2	$2.63M	Buy	70,943 +5,988	+9%	+$233K	0.17%	175
2025 Q1	$2.57M	Buy	+64,955	New	+$2.39M	0.2%	132
2024 Q4	–	Sell	-159,738	Closed	-$6.16M	–	1415
2024 Q3	$6.16M	Buy	+159,738	New	+$6.28M	0.46%	17
2019 Q2	–	Sell	-6,148	Closed	-$224K	–	728
2019 Q1	$224K	Buy	+6,148	New	+$217K	0.11%	395
2015 Q4	–	Sell	-69,952	Closed	-$1.85M	–	257
2015 Q3	$1.85M	Buy	+69,952	New	+$1.79M	1.24%	6

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Campbell & Co Investment Adviser's WTRG Position: Q3 2025 in Review

Campbell & Co Investment Adviser sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 70,943 shares — an estimated $2.63M sold.

Campbell & Co Investment Adviser first reported a position in WTRG in Q3 2015 and held it in 5 quarters. The position peaked at $6.16M in Q3 2024. 678 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

Campbell & Co Investment Adviser reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 70,943 Essential Utilities shares in Q3 2025, an estimated $2.63M.
Campbell & Co Investment Adviser first reported a position in Essential Utilities in Q3 2015 and held it in 5 quarters.
Campbell & Co Investment Adviser's Essential Utilities position peaked at $6.16M in Q3 2024.
678 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q3 2025, filed 28 Oct 2025.