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	$277K	Sell
2025 Q1	$311K	Buy
2024 Q4	$266K	Sell
2024 Q3	$512K	Buy
2024 Q2	$455K	Buy
2024 Q1	$410K	Buy
2023 Q4	$252K	Buy
2019 Q2	–	Sell
2019 Q1	$1K	Sell
2018 Q4	$3K	Buy