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Code Waechter’s Essential Utilities WTRG Stock Holding History

Code Waechter’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
Q1 		– Sell
-10,089
Closed -$366K – 139
2024
Q4 		$366K Sell
10,089
-879
-8% -$34.1K 0.32% 68
2024
Q3 		$423K Buy
+10,968
New +$431K 0.4% 61

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Code Waechter's WTRG Position: Q1 2025 in Review

Code Waechter sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 10,089 shares — an estimated $366K sold.

Code Waechter first reported a position in WTRG in Q3 2024 and held it in 2 quarters. The position peaked at $423K in Q3 2024. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • Code Waechter reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • Code Waechter sold 10,089 Essential Utilities shares in Q1 2025, an estimated $366K.
  • Code Waechter first reported a position in Essential Utilities in Q3 2024 and held it in 2 quarters.
  • Code Waechter's Essential Utilities position peaked at $423K in Q3 2024.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Code Waechter's 13F filing for Q1 2025, filed 30 Apr 2025.