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Horizon Investment Services’s Essential Utilities WTRG Stock Holding History

Horizon Investment Services’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
-9,337
Closed -$373K – 151
2025
Q3 		$373K Buy
+9,337
New +$356K 0.14% 86
2024
Q3 		– Sell
-7,912
Closed -$295K – 137
2024
Q2 		$295K Buy
7,912
+57
+0.7% +$2.12K 0.14% 95
2024
Q1 		$291K Buy
7,855
+1,220
+18% +$44.2K 0.14% 94
2023
Q4 		$248K Buy
+6,635
New +$232K 0.13% 98

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 $3.38T AUM 44.17% 1-Year Est. Return
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

Horizon Investment Services's WTRG Position: Q4 2025 in Review

Horizon Investment Services sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 9,337 shares — an estimated $373K sold.

Horizon Investment Services first reported a position in WTRG in Q4 2023 and held it in 4 quarters. The position peaked at $373K in Q3 2025. 695 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Horizon Investment Services reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Horizon Investment Services sold 9,337 Essential Utilities shares in Q4 2025, an estimated $373K.
  • Horizon Investment Services first reported a position in Essential Utilities in Q4 2023 and held it in 4 quarters.
  • Horizon Investment Services's Essential Utilities position peaked at $373K in Q3 2025.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Horizon Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.