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Fulcrum Capital’s Essential Utilities WTRG Stock Holding History

Fulcrum Capital’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
2026
Q1 		$252K Hold
6,250
– – 0.05% 90
2025
Q4 		$240K Hold
6,250
– – 0.05% 94
2025
Q3 		$249K Hold
6,250
– – 0.05% 94
2025
Q2 		$232K Hold
6,250
– – 0.05% 94
2025
Q1 		$247K Hold
6,250
– – 0.05% 99
2024
Q4 		$227K Hold
6,250
– – 0.05% 109
2024
Q3 		$241K Hold
6,250
– – 0.05% 105
2024
Q2 		$233K Hold
6,250
– – 0.05% 101
2024
Q1 		$232K Hold
6,250
– – 0.06% 109
2023
Q4 		$233K Hold
6,250
– – 0.06% 108
2023
Q3 		$215K Hold
6,250
– – 0.06% 105
2023
Q2 		$249K Hold
6,250
– – 0.07% 102
2023
Q1 		$273K Hold
6,250
– – 0.07% 100
2022
Q4 		$298K Buy
+6,250
New +$283K 0.09% 88

Other funds holding WTRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return