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Global Financial Private Client’s Essential Utilities WTRG Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-30
Closed -$1.19K – 1616
2025
Q1 		$1.19K Buy
30
+21
+233% +$771 ﹤0.01% 1017
2024
Q4 		$327 Buy
+9
New +$349 ﹤0.01% 1090

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Financial Private Client's WTRG Position: Q2 2025 in Review

Global Financial Private Client sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 30 shares — an estimated $1.19K sold.

Global Financial Private Client first reported a position in WTRG in Q4 2024 and held it in 2 quarters. The position peaked at $1.19K in Q1 2025. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Global Financial Private Client reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 30 Essential Utilities shares in Q2 2025, an estimated $1.19K.
  • Global Financial Private Client first reported a position in Essential Utilities in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Essential Utilities position peaked at $1.19K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.