Epoch Investment Partners’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 | $44M | Buy |
1,185,401
+7,458
| +0.6% | +$277K | 0.23% | 146 |
|
|
2025
Q1 | $46.6M | Sell |
1,177,943
-19,003
| -2% | -$751K | 0.24% | 152 |
|
|
2024
Q4 | $43.5M | Buy |
1,196,946
+32,548
| +3% | +$1.18M | 0.21% | 159 |
|
|
2024
Q3 | $44.9M | Sell |
1,164,398
-16,375
| -1% | -$632K | 0.2% | 167 |
|
|
2024
Q2 | $44.1M | Sell |
1,180,773
-68,361
| -5% | -$2.55M | 0.2% | 164 |
|
|
2024
Q1 | $46.3M | Buy |
+1,249,134
| New | +$46.3M | 0.21% | 174 |
|