GWM
WTRG icon

Gitterman Wealth Management’s Essential Utilities WTRG Stock Holding History

Gitterman Wealth Management’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
Q3 		$955K Buy
23,933
+11,972
+100% +$456K 0.22% 26
2025
Q2 		$444K Buy
11,961
+446
+4% +$17.4K 0.1% 51
2025
Q1 		$455K Buy
11,515
+1,272
+12% +$46.7K 0.12% 46
2024
Q4 		$372K Buy
10,243
+1,020
+11% +$39.6K 0.16% 57
2024
Q3 		$356K Buy
9,223
+344
+4% +$13.5K 0.15% 44
2024
Q2 		$331K Sell
8,879
-267
-3% -$9.9K 0.13% 48
2024
Q1 		$339K Buy
9,146
+2,282
+33% +$82.7K 0.13% 47
2023
Q4 		$256K Buy
6,864
+423
+7% +$14.8K 0.11% 63
2023
Q3 		$221K Buy
+6,441
New +$250K 0.1% 61

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's WTRG Position: Q3 2025 in Review

Gitterman Wealth Management increased its Essential Utilities (WTRG) stake by 100% in Q3 2025, buying an estimated $456K and bringing the position to 23,933 shares worth $955K. The position accounts for 0.22% of the portfolio, ranked #26.

Gitterman Wealth Management first reported a position in WTRG in Q3 2023 and has held it in 9 quarters since. 678 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Gitterman Wealth Management held 23,933 shares of Essential Utilities worth $955K as of Q3 2025.
  • Gitterman Wealth Management bought 11,972 Essential Utilities shares in Q3 2025, an estimated $456K.
  • Essential Utilities made up 0.22% of Gitterman Wealth Management's portfolio in Q3 2025, its #26 holding.
  • Gitterman Wealth Management first reported a position in Essential Utilities in Q3 2023 and has held it in 9 quarters since.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.