Godsey & Gibb Inc’s Essential Utilities WTRG Stock Holding History

Godsey & Gibb Inc’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
2026 Q2	$7.2K	Hold	188	–	–	﹤0.01%	293
2026 Q1	$7.57K	Hold	188	–	–	﹤0.01%	296
2025 Q4	$7.21K	Hold	188	–	–	﹤0.01%	314
2025 Q3	$7.5K	Hold	188	–	–	﹤0.01%	290
2025 Q2	$6.98K	Hold	188	–	–	﹤0.01%	279
2025 Q1	$7.43K	Hold	188	–	–	﹤0.01%	300
2024 Q4	$6.83K	Hold	188	–	–	﹤0.01%	290
2024 Q3	$7.25K	Hold	188	–	–	﹤0.01%	343
2024 Q2	$7.02K	Hold	188	–	–	﹤0.01%	326
2024 Q1	$6.97K	Hold	188	–	–	﹤0.01%	299
2023 Q4	$7.02K	Hold	188	–	–	﹤0.01%	288
2023 Q3	$6.46K	Hold	188	–	–	﹤0.01%	273
2023 Q2	$7.5K	Hold	188	–	–	﹤0.01%	283
2023 Q1	$8.21K	Hold	188	–	–	﹤0.01%	253
2022 Q4	$8.97K	Buy	+188	New	+$8.51K	﹤0.01%	207
2021 Q4	–	Sell	-375	Closed	-$17K	–	152
2021 Q3	$17K	Buy	+375	New	+$18.2K	0.01%	66

Other funds holding WTRG

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return