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Castleview Partners’s Essential Utilities WTRG Stock Holding History

Castleview Partners’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
Q1 		– Sell
-373
Closed -$13.4K – 580
2024
Q4 		$13.4K Buy
373
+21
+6% +$815 0.01% 542
2024
Q3 		$13.6K Buy
352
+100
+40% +$3.93K 0.01% 512
2024
Q2 		$9.41K Buy
252
+96
+62% +$3.56K 0.01% 538
2024
Q1 		$5.78K Buy
156
+63
+68% +$2.28K ﹤0.01% 607
2023
Q4 		$3.47K Buy
+93
New +$3.25K ﹤0.01% 625
2022
Q1 		– Sell
-15,301
Closed -$285 – 1033
2021
Q4 		$285 Buy
+15,301
New +$743K ﹤0.01% 617

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castleview Partners's WTRG Position: Q1 2025 in Review

Castleview Partners sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 373 shares — an estimated $13.4K sold.

Castleview Partners first reported a position in WTRG in Q4 2021 and held it in 6 quarters. The position peaked at $13.6K in Q3 2024. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • Castleview Partners reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 373 Essential Utilities shares in Q1 2025, an estimated $13.4K.
  • Castleview Partners first reported a position in Essential Utilities in Q4 2021 and held it in 6 quarters.
  • Castleview Partners's Essential Utilities position peaked at $13.6K in Q3 2024.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.