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Highline Wealth Partners’s Essential Utilities WTRG Stock Holding History

Highline Wealth 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
-20
Closed -$791 – 1088
2025
Q1 		$791 Buy
+20
New +$735 ﹤0.01% 781

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State Street
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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

Highline Wealth Partners's WTRG Position: Q2 2025 in Review

Highline Wealth Partners sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 20 shares — an estimated $791 sold.

Highline Wealth Partners first reported a position in WTRG in Q1 2025 and held it in 1 quarter. The position peaked at $791 in Q1 2025. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Highline Wealth Partners reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 20 Essential Utilities shares in Q2 2025, an estimated $791.
  • Highline Wealth Partners first reported a position in Essential Utilities in Q1 2025 and held it in 1 quarter.
  • Highline Wealth Partners's Essential Utilities position peaked at $791 in Q1 2025.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.