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Friedenthal Financial’s Essential Utilities WTRG Stock Holding History

Friedenthal Financial’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
-300
Closed -$12K – 319
2025
Q3 		$12K Hold
300
– – 0.01% 188
2025
Q2 		$11.1K Sell
300
-23,402
-99% -$911K 0.01% 188
2025
Q1 		$937K Buy
23,702
+23,047
+3,519% +$846K 0.56% 49
2024
Q4 		$23.8K Hold
655
– – 0.01% 185
2024
Q3 		$25.3K Buy
+655
New +$25.7K 0.01% 182

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 $3.37T AUM 44.26% 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

Friedenthal Financial's WTRG Position: Q4 2025 in Review

Friedenthal Financial sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 300 shares — an estimated $12K sold.

Friedenthal Financial first reported a position in WTRG in Q3 2024 and held it in 5 quarters. The position peaked at $937K in Q1 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Friedenthal Financial reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Friedenthal Financial sold 300 Essential Utilities shares in Q4 2025, an estimated $12K.
  • Friedenthal Financial first reported a position in Essential Utilities in Q3 2024 and held it in 5 quarters.
  • Friedenthal Financial's Essential Utilities position peaked at $937K in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Friedenthal Financial's 13F filing for Q4 2025, filed 27 Jan 2026.