CFFP
WTRG icon

Center for Financial Planning’s Essential Utilities WTRG Stock Holding History

Center for Financial Planning’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
Q1 		$8.05K Buy
+200
New +$7.87K ﹤0.01% 514
2021
Q2 		– Sell
-332
Closed -$15K – 550
2021
Q1 		$15K Hold
332
– – ﹤0.01% 340
2020
Q4 		$16K Hold
332
– – ﹤0.01% 310
2020
Q3 		$13K Hold
332
– – ﹤0.01% 294
2020
Q2 		$14K Hold
332
– – ﹤0.01% 287
2020
Q1 		$14K Hold
332
– – ﹤0.01% 293
2019
Q4 		$16K Buy
+332
New +$15K ﹤0.01% 277

Other funds holding WTRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return