FRA
WTRG icon

Frank Rimerman Advisors’s Essential Utilities WTRG Stock Holding History

Frank Rimerman 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
Q4 		– Sell
-7,127
Closed -$284K – 648
2025
Q3 		$284K Sell
7,127
-1,117
-14% -$42.6K 0.02% 495
2025
Q2 		$306K Buy
+8,244
New +$321K 0.02% 449

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Frank Rimerman Advisors's WTRG Position: Q4 2025 in Review

Frank Rimerman Advisors sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 7,127 shares — an estimated $284K sold.

Frank Rimerman Advisors first reported a position in WTRG in Q2 2025 and held it in 2 quarters. The position peaked at $306K in Q2 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Frank Rimerman Advisors reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 7,127 Essential Utilities shares in Q4 2025, an estimated $284K.
  • Frank Rimerman Advisors first reported a position in Essential Utilities in Q2 2025 and held it in 2 quarters.
  • Frank Rimerman Advisors's Essential Utilities position peaked at $306K in Q2 2025.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Frank Rimerman Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.