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Fortem Financial Group’s Essential Utilities WTRG Stock Holding History

Fortem Financial 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
Q2 		– Sell
-5,329
Closed -$211K – 197
2025
Q1 		$211K Buy
+5,329
New +$196K 0.08% 175
2024
Q4 		– Sell
-5,347
Closed -$206K – 180
2024
Q3 		$206K Buy
+5,347
New +$210K 0.08% 167

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 $94.8B AUM 24.11% 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

Fortem Financial Group's WTRG Position: Q2 2025 in Review

Fortem Financial Group sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 5,329 shares — an estimated $211K sold.

Fortem Financial Group first reported a position in WTRG in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q1 2025. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Fortem Financial Group reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Fortem Financial Group sold 5,329 Essential Utilities shares in Q2 2025, an estimated $211K.
  • Fortem Financial Group first reported a position in Essential Utilities in Q3 2024 and held it in 2 quarters.
  • Fortem Financial Group's Essential Utilities position peaked at $211K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Fortem Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.