CI Investments Inc
WTRG icon

CI Investments Inc’s Essential Utilities WTRG Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-2,447
Closed -$98K – 1255
2025
Q3 		$98K Sell
2,447
-1,473
-38% -$56.1K ﹤0.01% 879
2025
Q2 		$146K Sell
3,920
-1,431
-27% -$55.7K ﹤0.01% 803
2025
Q1 		$212K Buy
5,351
+96
+2% +$3.53K ﹤0.01% 712
2024
Q4 		$191K Buy
5,255
+1,480
+39% +$57.4K ﹤0.01% 749
2024
Q3 		$146K Buy
3,775
+312
+9% +$12.3K ﹤0.01% 748
2024
Q2 		$129K Buy
3,463
+12
+0.3% +$445 ﹤0.01% 748
2024
Q1 		$128K Buy
3,451
+668
+24% +$24.2K ﹤0.01% 819
2023
Q4 		$104K Buy
2,783
+768
+38% +$26.8K ﹤0.01% 824
2023
Q3 		$69K Buy
2,015
+18
+0.9% +$697 ﹤0.01% 903
2023
Q2 		$80K Buy
1,997
+272
+16% +$11.4K ﹤0.01% 834
2023
Q1 		$75K Buy
1,725
+136
+9% +$6.13K ﹤0.01% 805
2022
Q4 		$76K Sell
1,589
-104
-6% -$4.71K ﹤0.01% 819
2022
Q3 		$70K Sell
1,693
-87
-5% -$4.21K ﹤0.01% 765
2022
Q2 		$82K Sell
1,780
-1,378
-44% -$64K ﹤0.01% 754
2022
Q1 		$161K Sell
3,158
-1,857
-37% -$89.6K ﹤0.01% 767
2021
Q4 		$269K Sell
5,015
-683
-12% -$33.2K ﹤0.01% 707
2021
Q3 		$263K Buy
5,698
+283
+5% +$13.7K ﹤0.01% 694
2021
Q2 		$247K Buy
5,415
+1,259
+30% +$59.1K ﹤0.01% 710
2021
Q1 		$186K Sell
4,156
-295
-7% -$13.3K ﹤0.01% 677
2020
Q4 		$210K Buy
4,451
+788
+22% +$35K ﹤0.01% 658
2020
Q3 		$147K Buy
3,663
+1,283
+54% +$55.1K ﹤0.01% 608
2020
Q2 		$101K Sell
2,380
-753
-24% -$31.8K ﹤0.01% 589
2020
Q1 		$128K Sell
3,133
-1,878
-37% -$88.6K ﹤0.01% 515
2019
Q4 		$235K Buy
+5,011
New +$226K ﹤0.01% 550

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CI Investments Inc's WTRG Position: Q4 2025 in Review

CI Investments Inc sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 2,447 shares — an estimated $98K sold.

CI Investments Inc first reported a position in WTRG in Q4 2019 and held it in 24 quarters. The position peaked at $269K in Q4 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • CI Investments Inc reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 2,447 Essential Utilities shares in Q4 2025, an estimated $98K.
  • CI Investments Inc first reported a position in Essential Utilities in Q4 2019 and held it in 24 quarters.
  • CI Investments Inc's Essential Utilities position peaked at $269K in Q4 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.