HWA
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Heartwood Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Heartwood 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
-19
Closed -$758 – 605
2025
Q3 		$758 Buy
+19
New +$724 ﹤0.01% 571

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State Street
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's WTRG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 19 shares — an estimated $758 sold.

Heartwood Wealth Advisors first reported a position in WTRG in Q3 2025 and held it in 1 quarter. The position peaked at $758 in Q3 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 19 Essential Utilities shares in Q4 2025, an estimated $758.
  • Heartwood Wealth Advisors first reported a position in Essential Utilities in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Essential Utilities position peaked at $758 in Q3 2025.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.