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Glass Jacobson Investment Advisors’s Essential Utilities WTRG Stock Holding History

Glass Jacobson Investment Advisors’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 		– Sell
-200
Closed -$7.43K – 597
2025
Q2 		$7.43K Hold
200
– – ﹤0.01% 447
2025
Q1 		$7.26K Hold
200
– – ﹤0.01% 637
2024
Q4 		$7.26K Hold
200
– – ﹤0.01% 637
2024
Q3 		$7.71K Hold
200
– – ﹤0.01% 594
2024
Q2 		$7.47K Hold
200
– – ﹤0.01% 583
2024
Q1 		$7.41K Hold
200
– – ﹤0.01% 584
2023
Q4 		$7.47K Hold
200
– – ﹤0.01% 548
2023
Q3 		$6.87K Hold
200
– – ﹤0.01% 529
2023
Q2 		$7.98K Buy
+200
New +$8.39K ﹤0.01% 530
2022
Q4 		$9.55K Buy
+200
New +$9.05K ﹤0.01% 523

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

Glass Jacobson Investment Advisors's WTRG Position: Q3 2025 in Review

Glass Jacobson Investment Advisors sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 200 shares — an estimated $7.43K sold.

Glass Jacobson Investment Advisors first reported a position in WTRG in Q4 2022 and held it in 10 quarters. The position peaked at $9.55K in Q4 2022. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Glass Jacobson Investment Advisors reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 200 Essential Utilities shares in Q3 2025, an estimated $7.43K.
  • Glass Jacobson Investment Advisors first reported a position in Essential Utilities in Q4 2022 and held it in 10 quarters.
  • Glass Jacobson Investment Advisors's Essential Utilities position peaked at $9.55K in Q4 2022.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.