FHA
WTRG icon

First Horizon Advisors’s Essential Utilities WTRG Stock Holding History

First Horizon Advisors’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
Q2 		$10.1K Sell
273
-363
-57% -$14.1K ﹤0.01% 1677
2025
Q1 		$25.1K Buy
636
+62
+11% +$2.28K ﹤0.01% 1228
2024
Q4 		$20.8K Sell
574
-199
-26% -$7.72K ﹤0.01% 1316
2024
Q3 		$29.8K Buy
773
+294
+61% +$11.6K ﹤0.01% 1212
2024
Q2 		$17.9K Buy
479
+256
+115% +$9.5K ﹤0.01% 1321
2024
Q1 		$8.26K Buy
223
+6
+3% +$218 ﹤0.01% 1655
2023
Q4 		$8.1K Buy
217
+212
+4,240% +$7.4K ﹤0.01% 1665
2023
Q3 		$171 Sell
5
-97
-95% -$3.76K ﹤0.01% 2361
2023
Q2 		$4.07K Buy
102
+92
+920% +$3.86K ﹤0.01% 1862
2023
Q1 		$436 Sell
10
-14
-58% -$632 ﹤0.01% 2409
2022
Q4 		$1.15K Sell
24
-210
-90% -$9.51K ﹤0.01% 2203
2022
Q3 		$9K Sell
234
-22
-9% -$1.07K ﹤0.01% 1567
2022
Q2 		$11K Buy
256
+236
+1,180% +$11K ﹤0.01% 1552
2022
Q1 		$1K Buy
20
+10
+100% +$483 ﹤0.01% 1663
2021
Q4 		$1K Sell
10
-8
-44% -$388 ﹤0.01% 2180
2021
Q3 		$1K Sell
18
-4,083
-100% -$198K ﹤0.01% 2206
2021
Q2 		$187K Hold
4,101
– – 0.01% 417
2021
Q1 		$184K Hold
4,101
– – 0.01% 393
2020
Q4 		$194K Buy
4,101
+1
+0% +$44 0.01% 327
2020
Q3 		$165K Hold
4,100
– – 0.01% 330
2020
Q2 		$173K Hold
4,100
– – 0.01% 318
2020
Q1 		$167K Buy
+4,100
New +$193K 0.02% 309

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Horizon Advisors's WTRG Position: Q2 2025 in Review

First Horizon Advisors reduced its Essential Utilities (WTRG) stake by 57% in Q2 2025, selling an estimated $14.1K and leaving 273 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

First Horizon Advisors first reported a position in WTRG in Q1 2020 and has held it in 22 quarters since. The position peaked at $194K in Q4 2020. 683 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • First Horizon Advisors held 273 shares of Essential Utilities worth $10.1K as of Q2 2025.
  • First Horizon Advisors sold 363 Essential Utilities shares in Q2 2025, an estimated $14.1K.
  • Essential Utilities made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1677 holding.
  • First Horizon Advisors first reported a position in Essential Utilities in Q1 2020 and has held it in 22 quarters since.
  • First Horizon Advisors's Essential Utilities position peaked at $194K in Q4 2020.
  • 683 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.