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Everence Capital Management’s Essential Utilities WTRG Stock Holding History

Everence Capital Management’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$593K Sell
15,970
-7,670
-32% -$285K 0.04% 318
2025
Q1 		$934K Hold
23,640
– – 0.06% 244
2024
Q4 		$859K Buy
+23,640
New +$859K 0.06% 257