Gateway Investment Advisers’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
64,058
+57,143
| +826% | +$2.12M | 0.03% | 237 |
|
|
2025
Q1 | $273K | Hold |
6,915
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $251K | Sell |
6,915
-759
| -10% | -$27.6K | ﹤0.01% | 448 |
|
|
2024
Q3 | $296K | Buy |
7,674
+388
| +5% | +$15K | ﹤0.01% | 454 |
|
|
2024
Q2 | $272K | Sell |
7,286
-2,937
| -29% | -$110K | ﹤0.01% | 456 |
|
|
2024
Q1 | $379K | Buy |
+10,223
| New | +$379K | ﹤0.01% | 419 |
|
|
2023
Q1 | – | Sell |
-5,431
| Closed | -$259K | – | 549 |
|
|
2022
Q4 | $259K | Buy |
+5,431
| New | +$259K | ﹤0.01% | 487 |
|
|
2022
Q3 | – | Sell |
-4,590
| Closed | -$210K | – | 548 |
|
|
2022
Q2 | $210K | Sell |
4,590
-1,641
| -26% | -$75.1K | ﹤0.01% | 526 |
|
|
2022
Q1 | $319K | Buy |
+6,231
| New | +$319K | ﹤0.01% | 484 |
|