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Hemington Wealth Management’s Essential Utilities WTRG Stock Holding History

Hemington Wealth 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
Q3 		$13K Sell
333
-22
-6% -$839 ﹤0.01% 798
2025
Q2 		$13K Buy
355
+34
+11% +$1.32K ﹤0.01% 775
2025
Q1 		$12K Buy
321
+81
+34% +$2.98K ﹤0.01% 769
2024
Q4 		$8K Buy
240
+26
+12% +$1.01K ﹤0.01% 872
2024
Q3 		$8K Buy
+214
New +$8.41K ﹤0.01% 797

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hemington Wealth Management's WTRG Position: Q3 2025 in Review

Hemington Wealth Management reduced its Essential Utilities (WTRG) stake by 6.2% in Q3 2025, selling an estimated $839 and leaving 333 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Hemington Wealth Management first reported a position in WTRG in Q3 2024 and has held it in 5 quarters since. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Hemington Wealth Management held 333 shares of Essential Utilities worth $13K as of Q3 2025.
  • Hemington Wealth Management sold 22 Essential Utilities shares in Q3 2025, an estimated $839.
  • Essential Utilities made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #798 holding.
  • Hemington Wealth Management first reported a position in Essential Utilities in Q3 2024 and has held it in 5 quarters since.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.