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Householder Group Estate & Retirement Specialist’s Essential Utilities WTRG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-380
Closed -$14K – 1243
2024
Q3 		$14K Hold
380
– – ﹤0.01% 776
2024
Q2 		$14K Buy
+380
New +$14.1K ﹤0.01% 757

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WTRG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Essential Utilities (WTRG) in Q4 2024, closing a stake of 380 shares — an estimated $14K sold.

Householder Group Estate & Retirement Specialist first reported a position in WTRG in Q2 2024 and held it in 2 quarters. The position peaked at $14K in Q3 2024. 622 funds tracked by Wall St. Rank hold WTRG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Essential Utilities position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 380 Essential Utilities shares in Q4 2024, an estimated $14K.
  • Householder Group Estate & Retirement Specialist first reported a position in Essential Utilities in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Essential Utilities position peaked at $14K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.