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EWG Elevate’s Essential Utilities WTRG Stock Holding History

EWG Elevate’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
2025
Q3 		$214K Sell
5,357
-159
-3% -$6.06K 0.07% 111
2025
Q2 		$205K Buy
5,516
+246
+5% +$9.58K 0.06% 137
2025
Q1 		$208K Buy
+5,270
New +$194K 0.08% 116
2024
Q4 		– Sell
-5,187
Closed -$200K – 162
2024
Q3 		$200K Buy
+5,187
New +$204K 0.08% 107
2023
Q1 		– Sell
-610
Closed -$29.1K – 802
2022
Q4 		$29.1K Buy
+610
New +$27.6K 0.01% 225

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EWG Elevate's WTRG Position: Q3 2025 in Review

EWG Elevate reduced its Essential Utilities (WTRG) stake by 2.9% in Q3 2025, selling an estimated $6.06K and leaving 5,357 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #111.

EWG Elevate first reported a position in WTRG in Q4 2022 and has held it in 5 quarters since. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • EWG Elevate held 5,357 shares of Essential Utilities worth $214K as of Q3 2025.
  • EWG Elevate sold 159 Essential Utilities shares in Q3 2025, an estimated $6.06K.
  • Essential Utilities made up 0.07% of EWG Elevate's portfolio in Q3 2025, its #111 holding.
  • EWG Elevate first reported a position in Essential Utilities in Q4 2022 and has held it in 5 quarters since.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.