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Cresset Asset Management’s Essential Utilities WTRG Stock Holding History

Cresset Asset Management’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
Q2 		– Sell
-7,862
Closed -$311K – 1809
2025
Q1 		$311K Buy
7,862
+542
+7% +$19.9K ﹤0.01% 1291
2024
Q4 		$266K Sell
7,320
-5,966
-45% -$232K ﹤0.01% 1411
2024
Q3 		$512K Buy
13,286
+1,107
+9% +$43.5K ﹤0.01% 1501
2024
Q2 		$455K Buy
12,179
+1,116
+10% +$41.4K ﹤0.01% 1489
2024
Q1 		$410K Buy
11,063
+4,303
+64% +$156K ﹤0.01% 1438
2023
Q4 		$252K Buy
+6,760
New +$236K ﹤0.01% 1579
2019
Q2 		– Sell
-25
Closed -$1K – 1731
2019
Q1 		$1K Sell
25
-67
-73% -$2.36K ﹤0.01% 1896
2018
Q4 		$3K Buy
+92
New +$3.19K ﹤0.01% 1228

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Cresset Asset Management's WTRG Position: Q2 2025 in Review

Cresset Asset Management sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 7,862 shares — an estimated $311K sold.

Cresset Asset Management first reported a position in WTRG in Q4 2018 and held it in 8 quarters. The position peaked at $512K in Q3 2024. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Cresset Asset Management reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 7,862 Essential Utilities shares in Q2 2025, an estimated $311K.
  • Cresset Asset Management first reported a position in Essential Utilities in Q4 2018 and held it in 8 quarters.
  • Cresset Asset Management's Essential Utilities position peaked at $512K in Q3 2024.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.