Empower Advisory Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5M | Buy |
1,711,008
+25,803
| +2% | +$958K | 0.19% | 108 |
|
|
2025
Q1 | $66.6M | Buy |
1,685,205
+25,167
| +2% | +$995K | 0.22% | 98 |
|
|
2024
Q4 | $60.3M | Buy |
1,660,038
+74,563
| +5% | +$2.71M | 0.2% | 99 |
|
|
2024
Q3 | $61.2M | Buy |
1,585,475
+84,596
| +6% | +$3.26M | 0.21% | 108 |
|
|
2024
Q2 | $56M | Buy |
1,500,879
+40,900
| +3% | +$1.53M | 0.21% | 104 |
|
|
2024
Q1 | $54.1M | Buy |
1,459,979
+98,962
| +7% | +$3.67M | 0.2% | 111 |
|
|
2023
Q4 | $50.8M | Buy |
1,361,017
+75,303
| +6% | +$2.81M | 0.2% | 107 |
|
|
2023
Q3 | $44.1M | Buy |
1,285,714
+82,716
| +7% | +$2.84M | 0.2% | 106 |
|
|
2023
Q2 | $48M | Buy |
1,202,998
+35,212
| +3% | +$1.41M | 0.21% | 113 |
|
|
2023
Q1 | $50.3M | Buy |
+1,167,786
| New | +$50.3M | 0.23% | 107 |
|