Financial Connections Group’s Essential Utilities WTRG Stock Holding History

Financial Connections Group’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	–	Sell	-300	Closed	-$11K	–	269
2025 Q2	$11K	Hold	300	–	–	﹤0.01%	181
2025 Q1	$11K	Hold	300	–	–	﹤0.01%	161
2024 Q4	$10K	Hold	300	–	–	﹤0.01%	156
2024 Q3	$11K	Hold	300	–	–	0.01%	150
2024 Q2	$11K	Hold	300	–	–	0.01%	192
2024 Q1	$12K	Hold	300	–	–	0.01%	98
2023 Q4	$11K	Hold	300	–	–	0.01%	168
2023 Q3	$10K	Hold	300	–	–	0.01%	98
2023 Q2	$11K	Hold	300	–	–	0.01%	180
2023 Q1	$13K	Hold	300	–	–	0.01%	158
2022 Q4	$14K	Hold	300	–	–	0.01%	150
2022 Q3	$12K	Hold	300	–	–	0.01%	143
2022 Q2	$13K	Hold	300	–	–	0.01%	174
2022 Q1	$15K	Hold	300	–	–	0.02%	167
2021 Q4	$16K	Buy	+300	New	+$14.6K	0.02%	176

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Connections Group's WTRG Position: Q3 2025 in Review

Financial Connections Group sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 300 shares — an estimated $11K sold.

Financial Connections Group first reported a position in WTRG in Q4 2021 and held it in 15 quarters. The position peaked at $16K in Q4 2021. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

Financial Connections Group reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
Financial Connections Group sold 300 Essential Utilities shares in Q3 2025, an estimated $11K.
Financial Connections Group first reported a position in Essential Utilities in Q4 2021 and held it in 15 quarters.
Financial Connections Group's Essential Utilities position peaked at $16K in Q4 2021.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Financial Connections Group's 13F filing for Q3 2025, filed 10 Oct 2025.