Duff & Phelps Investment Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.6M | Sell |
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|
2025
Q1 | $95.4M | Buy |
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|
2024
Q4 | $87.6M | Sell |
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|
2024
Q3 | $97.6M | Buy |
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|
2024
Q2 | $90.7M | Sell |
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|
2024
Q1 | $104M | Sell |
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|
2023
Q4 | $115M | Buy |
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|
2023
Q3 | $94.6M | Buy |
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|
2023
Q2 | $100M | Hold |
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|
2023
Q1 | $110M | Buy |
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|
2022
Q4 | $118M | Buy |
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|
2022
Q3 | $95.5M | Buy |
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|
2022
Q2 | $62M | Buy |
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|
2022
Q1 | $63.9M | Sell |
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|
2021
Q4 | $87M | Buy |
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|
2021
Q3 | $57.6M | Sell |
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|
2021
Q2 | $67.2M | Sell |
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|
2021
Q1 | $66.1M | Buy |
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|
2020
Q4 | $58.3M | Buy |
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|
2020
Q3 | $49.3M | Buy |
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|
2020
Q2 | $41.6M | Sell |
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|
2020
Q1 | $40.1M | Sell |
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|
2019
Q4 | $46.7M | Buy |
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|
2019
Q3 | $41.9M | Buy |
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|
2019
Q2 | $38.4M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.26M | Sell |
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|
2017
Q4 | $4.04M | Hold |
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|
2017
Q3 | $3.42M | Sell |
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|
2017
Q2 | $3.48M | Sell |
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|
2017
Q1 | $3.37M | Sell |
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|
2016
Q4 | $3.67M | Sell |
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|
2016
Q3 | $3.78M | Buy |
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|
2016
Q2 | $2.48M | Buy |
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