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Guerra Advisors’s Essential Utilities WTRG Stock Holding History

Guerra 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 		$798 Buy
+20
New +$762 ﹤0.01% 715

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

Guerra Advisors's WTRG Position: Q3 2025 in Review

Guerra Advisors opened a new position in Essential Utilities (WTRG) in Q3 2025: 20 shares worth $798. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings.

679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Guerra Advisors held 20 shares of Essential Utilities worth $798 as of Q3 2025.
  • Essential Utilities was a new Guerra Advisors position in Q3 2025.
  • Essential Utilities made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #715 holding.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.