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Freestone Grove Partners’s Essential Utilities WTRG Stock Holding History

Freestone Grove 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
Q2 		– Sell
-5,811
Closed -$230K – 875
2025
Q1 		$230K Buy
+5,811
New +$213K ﹤0.01% 516

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Amundi
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Pictet Asset Management
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Geode Capital Management
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First Trust Advisors
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Invesco
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Freestone Grove Partners's WTRG Position: Q2 2025 in Review

Freestone Grove Partners sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 5,811 shares — an estimated $230K sold.

Freestone Grove Partners first reported a position in WTRG in Q1 2025 and held it in 1 quarter. The position peaked at $230K in Q1 2025. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Freestone Grove Partners reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 5,811 Essential Utilities shares in Q2 2025, an estimated $230K.
  • Freestone Grove Partners first reported a position in Essential Utilities in Q1 2025 and held it in 1 quarter.
  • Freestone Grove Partners's Essential Utilities position peaked at $230K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Freestone Grove Partners's 13F filing for Q2 2025, filed 14 Aug 2025.