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F.L. Putnam Investment Management’s Essential Utilities WTRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.7M Buy
449,958
+364,378
+426% +$13.5M 0.29% 70
2025
Q1
$3.38M Buy
+85,580
New +$3.38M 0.06% 185
2024
Q4
Sell
-840
Closed -$71K 624
2024
Q3
$71K Sell
840
-635
-43% -$53.7K ﹤0.01% 569
2024
Q2
$55.1K Buy
+1,475
New +$55.1K ﹤0.01% 582