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Graham Capital Management’s Essential Utilities WTRG Stock Holding History

Graham Capital 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
Q4 		– Sell
-11,247
Closed -$449K – 1620
2025
Q3 		$449K Buy
+11,247
New +$429K 0.01% 657
2023
Q4 		– Sell
-13,519
Closed -$464K – 1379
2023
Q3 		$464K Buy
13,519
+6,299
+87% +$244K 0.01% 583
2023
Q2 		$288K Buy
+7,220
New +$303K 0.01% 702

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Graham Capital Management's WTRG Position: Q4 2025 in Review

Graham Capital Management sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 11,247 shares — an estimated $449K sold.

Graham Capital Management first reported a position in WTRG in Q2 2023 and held it in 3 quarters. The position peaked at $464K in Q3 2023. 692 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Graham Capital Management reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Graham Capital Management sold 11,247 Essential Utilities shares in Q4 2025, an estimated $449K.
  • Graham Capital Management first reported a position in Essential Utilities in Q2 2023 and held it in 3 quarters.
  • Graham Capital Management's Essential Utilities position peaked at $464K in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.