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Foster Dykema Cabot & Partners’s Essential Utilities WTRG Stock Holding History

Foster Dykema Cabot & Partners’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
Q4 		– Sell
-230
Closed -$9.18K – 435
2025
Q3 		$9.18K Buy
+230
New +$8.77K ﹤0.01% 347
2024
Q1 		– Sell
-14
Closed -$523 – 362
2023
Q4 		$523 Buy
+14
New +$489 ﹤0.01% 280

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foster Dykema Cabot & Partners's WTRG Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 230 shares — an estimated $9.18K sold.

Foster Dykema Cabot & Partners first reported a position in WTRG in Q4 2023 and held it in 2 quarters. The position peaked at $9.18K in Q3 2025. 692 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 230 Essential Utilities shares in Q4 2025, an estimated $9.18K.
  • Foster Dykema Cabot & Partners first reported a position in Essential Utilities in Q4 2023 and held it in 2 quarters.
  • Foster Dykema Cabot & Partners's Essential Utilities position peaked at $9.18K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.