Cedar Mountain Advisors’s Essential Utilities WTRG Stock Holding History

Cedar Mountain 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
2026 Q2	$6.68K	Buy	174 +1	+0.6%	+$38	﹤0.01%	610
2026 Q1	$6.96K	Buy	173 +2	+1%	+$79	﹤0.01%	553
2025 Q4	$6.58K	Buy	171 +1	+0.6%	+$39	﹤0.01%	287
2025 Q3	$6.78K	Buy	170 +2	+1%	+$76	﹤0.01%	301
2025 Q2	$6.26K	Buy	168 +1	+0.6%	+$39	﹤0.01%	249
2025 Q1	$6.6K	Buy	167 +1	+0.6%	+$37	﹤0.01%	227
2024 Q4	$6.02K	Buy	166 +156	+1,560%	+$6.05K	﹤0.01%	245
2024 Q3	$380	Buy	10 +1	+11%	+$39	﹤0.01%	318
2024 Q2	$317	Buy	9 +2	+29%	+$74	﹤0.01%	320
2024 Q1	$266	Buy	7 +1	+17%	+$36	﹤0.01%	329
2023 Q4	$216	Buy	6 +2	+50%	+$70	﹤0.01%	309
2023 Q3	$152	Buy	4 +1	+33%	+$39	﹤0.01%	301
2023 Q2	$123	Buy	3 +1	+50%	+$42	﹤0.01%	289
2023 Q1	$86	Buy	2 +1	+100%	+$45	﹤0.01%	287
2022 Q4	$44	Buy	+1	New	+$45	﹤0.01%	302

Other funds holding WTRG

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return