CIBC Private Wealth Group
WTRG icon

CIBC Private Wealth Group’s Essential Utilities WTRG Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$765K Sell
19,952
-1,170
-6% -$46K ﹤0.01% 759
2025
Q3 		$843K Buy
21,122
+758
+4% +$28.9K ﹤0.01% 737
2025
Q2 		$756K Sell
20,364
-196
-1% -$7.63K ﹤0.01% 721
2025
Q1 		$773K Sell
20,560
-467
-2% -$17.2K ﹤0.01% 698
2024
Q4 		$736K Sell
21,027
-100
-0.5% -$3.88K ﹤0.01% 770
2024
Q3 		$815K Sell
21,127
-7,142
-25% -$281K ﹤0.01% 739
2024
Q2 		$1.05M Sell
28,269
-1,158
-4% -$43K ﹤0.01% 656
2024
Q1 		$1.08M Sell
29,427
-603
-2% -$21.9K ﹤0.01% 656
2023
Q4 		$1.12M Sell
30,030
-1,498
-5% -$52.3K ﹤0.01% 605
2023
Q3 		$1.08M Sell
31,528
-597
-2% -$23.1K ﹤0.01% 594
2023
Q2 		$1.28M Buy
32,125
+939
+3% +$39.4K ﹤0.01% 559
2023
Q1 		$6.51M Buy
31,186
+5,944
+24% +$268K 0.01% 363
2022
Q4 		$1.2M Buy
25,242
+925
+4% +$41.9K ﹤0.01% 500
2022
Q3 		$1.01M Buy
+24,317
New +$1.18M ﹤0.01% 591
2020
Q1 		– Sell
-4,960
Closed -$233K – 945
2019
Q4 		$233K Sell
4,960
-26
-0.5% -$1.17K ﹤0.01% 847
2019
Q3 		$224K Sell
4,986
-85,775
-95% -$3.68M ﹤0.01% 846
2019
Q2 		$3.75M Buy
90,761
+85,026
+1,483% +$3.31M 0.01% 387
2019
Q1 		$209K Buy
+5,735
New +$202K ﹤0.01% 892
2018
Q4 		– Sell
-5,733
Closed -$212K – 967
2018
Q3 		$212K Hold
5,733
– – ﹤0.01% 913
2018
Q2 		$202K Buy
5,733
+101
+2% +$3.46K ﹤0.01% 918
2018
Q1 		$192K Sell
5,632
-799
-12% -$27.8K ﹤0.01% 933
2017
Q4 		$252K Hold
6,431
– – ﹤0.01% 896
2017
Q3 		$213K Buy
+6,431
New +$215K ﹤0.01% 892

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
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's WTRG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Essential Utilities (WTRG) stake by 5.5% in Q4 2025, selling an estimated $46K and leaving 19,952 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

CIBC Private Wealth Group first reported a position in WTRG in Q3 2017 and has held it in 23 quarters since. The position peaked at $6.51M in Q1 2023. 693 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • CIBC Private Wealth Group held 19,952 shares of Essential Utilities worth $765K as of Q4 2025.
  • CIBC Private Wealth Group sold 1,170 Essential Utilities shares in Q4 2025, an estimated $46K.
  • Essential Utilities made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #759 holding.
  • CIBC Private Wealth Group first reported a position in Essential Utilities in Q3 2017 and has held it in 23 quarters since.
  • CIBC Private Wealth Group's Essential Utilities position peaked at $6.51M in Q1 2023.
  • 693 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.