Grey Fox Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-2,891	Closed	-$115K	–	613
2025 Q3	$115K	Buy	+2,891	New	+$110K	0.02%	175
2023 Q2	–	Sell	-3,963	Closed	-$173K	–	525
2023 Q1	$173K	Hold	3,963	–	–	0.1%	106
2022 Q4	$189K	Buy	+3,963	New	+$179K	0.12%	99

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Grey Fox Wealth Advisors's WTRG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 2,891 shares — an estimated $115K sold.

Grey Fox Wealth Advisors first reported a position in WTRG in Q4 2022 and held it in 3 quarters. The position peaked at $189K in Q4 2022. 692 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 2,891 Essential Utilities shares in Q4 2025, an estimated $115K.
Grey Fox Wealth Advisors first reported a position in Essential Utilities in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Essential Utilities position peaked at $189K in Q4 2022.
692 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.