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Hexagon Capital Partners’s Essential Utilities WTRG Stock Holding History

Hexagon Capital Partners’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
Q2 		– Sell
-160
Closed -$6.33K – 1734
2025
Q1 		$6.33K Buy
160
+26
+19% +$955 ﹤0.01% 1105
2024
Q4 		$4.87K Buy
134
+116
+644% +$4.5K ﹤0.01% 1210
2024
Q3 		$694 Sell
18
-32
-64% -$1.26K ﹤0.01% 1382
2024
Q2 		$1.87K Buy
50
+1
+2% +$37 ﹤0.01% 1185
2024
Q1 		$1.81K Sell
49
-14
-22% -$508 ﹤0.01% 1183
2023
Q4 		$2.35K Sell
63
-25
-28% -$873 ﹤0.01% 1097
2023
Q3 		$3.02K Buy
88
+49
+126% +$1.9K ﹤0.01% 994
2023
Q2 		$1.56K Buy
39
+14
+56% +$587 ﹤0.01% 1119
2023
Q1 		$1.09K Sell
25
-7
-22% -$316 ﹤0.01% 1173
2022
Q4 		$1.53K Sell
32
-27
-46% -$1.22K ﹤0.01% 1135
2022
Q3 		$2K Buy
+59
New +$2.86K ﹤0.01% 1156

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hexagon Capital Partners's WTRG Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 160 shares — an estimated $6.33K sold.

Hexagon Capital Partners first reported a position in WTRG in Q3 2022 and held it in 11 quarters. The position peaked at $6.33K in Q1 2025. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 160 Essential Utilities shares in Q2 2025, an estimated $6.33K.
  • Hexagon Capital Partners first reported a position in Essential Utilities in Q3 2022 and held it in 11 quarters.
  • Hexagon Capital Partners's Essential Utilities position peaked at $6.33K in Q1 2025.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.