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EdgeRock Capital’s Essential Utilities WTRG Stock Holding History

EdgeRock Capital’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
2024
Q3 		– Sell
-32
Closed -$1.19K – 291
2024
Q2 		$1.19K Buy
+32
New +$1.19K ﹤0.01% 272
2024
Q1 		– Sell
-32
Closed -$1.16K – 308
2023
Q4 		$1.16K Buy
+32
New +$1.12K ﹤0.01% 296
2022
Q4 		– Sell
-32
Closed -$1K – 400
2022
Q3 		$1K Buy
+32
New +$1.55K ﹤0.01% 374

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EdgeRock Capital's WTRG Position: Q3 2024 in Review

EdgeRock Capital sold out of Essential Utilities (WTRG) in Q3 2024, closing a stake of 32 shares — an estimated $1.19K sold.

EdgeRock Capital first reported a position in WTRG in Q3 2022 and held it in 3 quarters. The position peaked at $1.19K in Q2 2024. 627 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • EdgeRock Capital reported no remaining Essential Utilities position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 32 Essential Utilities shares in Q3 2024, an estimated $1.19K.
  • EdgeRock Capital first reported a position in Essential Utilities in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Essential Utilities position peaked at $1.19K in Q2 2024.
  • 627 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.