CPIG
WTRG icon

Chicago Partners Investment Group’s Essential Utilities WTRG Stock Holding History

Chicago Partners Investment Group’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 		$220K Buy
+5,649
New +$222K ﹤0.01% 1293
2025
Q2 		– Sell
-5,599
Closed -$230K – 1119
2025
Q1 		$230K Buy
+5,599
New +$206K 0.01% 803
2024
Q4 		– Sell
-7,496
Closed -$302K – 876
2024
Q3 		$302K Buy
+7,496
New +$295K 0.01% 620
2018
Q3 		– Sell
-870
Closed -$31K – 1106
2018
Q2 		$31K Hold
870
– – ﹤0.01% 572
2018
Q1 		$30K Hold
870
– – 0.01% 545
2017
Q4 		$34K Hold
870
– – 0.01% 517
2017
Q3 		$29K Buy
+870
New +$29.2K 0.01% 545

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