Geode Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Buy |
|
|||||
|
2025
Q1 | $180M | Buy |
|
|||||
|
2024
Q4 | $157M | Buy |
|
|||||
|
2024
Q3 | $166M | Buy |
|
|||||
|
2024
Q2 | $157M | Buy |
|
|||||
|
2024
Q1 | $153M | Buy |
|
|||||
|
2023
Q4 | $146M | Buy |
|
|||||
|
2023
Q3 | $127M | Buy |
|
|||||
|
2023
Q2 | $143M | Buy |
|
|||||
|
2023
Q1 | $148M | Buy |
|
|||||
|
2022
Q4 | $156M | Buy |
|
|||||
|
2022
Q3 | $128M | Buy |
|
|||||
|
2022
Q2 | $139M | Sell |
|
|||||
|
2022
Q1 | $156M | Buy |
|
|||||
|
2021
Q4 | $159M | Buy |
|
|||||
|
2021
Q3 | $129M | Buy |
|
|||||
|
2021
Q2 | $127M | Buy |
|
|||||
|
2021
Q1 | $123M | Buy |
|
|||||
|
2020
Q4 | $124M | Buy |
|
|||||
|
2020
Q3 | $101M | Sell |
|
|||||
|
2020
Q2 | $109M | Buy |
|
|||||
|
2020
Q1 | $101M | Buy |
|
|||||
|
2019
Q4 | $114M | Buy |
|
|||||
|
2019
Q3 | $103M | Buy |
|
|||||
|
2019
Q2 | $93.9M | Buy |
|
|||||
|
2019
Q1 | $67.7M | Buy |
|
|||||
|
2018
Q4 | $60.2M | Buy |
|
|||||
|
2018
Q3 | $61.3M | Buy |
|
|||||
|
2018
Q2 | $57.4M | Buy |
|
|||||
|
2018
Q1 | $52.9M | Buy |
|
|||||
|
2017
Q4 | $60.2M | Buy |
|
|||||
|
2017
Q3 | $49.7M | Buy |
|
|||||
|
2017
Q2 | $48.4M | Buy |
|
|||||
|
2017
Q1 | $44.9M | Buy |
|
|||||
|
2016
Q4 | $39.1M | Buy |
|
|||||
|
2016
Q3 | $37M | Buy |
|
|||||
|
2016
Q2 | $42M | Buy |
|
|||||
|
2016
Q1 | $35.6K | Buy |
|
|||||
|
2015
Q4 | $32.3M | Sell |
|
|||||
|
2015
Q3 | $28.8M | Buy |
|
|||||
|
2015
Q2 | $25.8M | Buy |
|
|||||
|
2015
Q1 | $26.8M | Buy |
|
|||||
|
2014
Q4 | $26.4M | Buy |
|
|||||
|
2014
Q3 | $22.5M | Buy |
|
|||||
|
2014
Q2 | $23.7M | Sell |
|
|||||
|
2014
Q1 | $22.9M | Buy |
|
|||||
|
2013
Q4 | $19.9M | Buy |
|
|||||
|
2013
Q3 | $19.2M | Buy |
|
|||||
|
2013
Q2 | $18.5M | Buy |
|