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HRT Financial’s Essential Utilities WTRG Stock Holding History

HRT Financial’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
-204,105
Closed -$7.87M – 3358
2024
Q3 		$7.87M Buy
+204,105
New +$8.02M 0.04% 288
2023
Q2 		– Sell
-248,156
Closed -$10.8M – 3394
2023
Q1 		$10.8M Buy
+248,156
New +$11.2M 0.13% 122
2022
Q4 		– Sell
-9,377
Closed -$388K – 3254
2022
Q3 		$388K Buy
+9,377
New +$454K ﹤0.01% 1831
2021
Q4 		– Sell
-289,378
Closed -$13.3M – 4197
2021
Q3 		$13.3M Buy
289,378
+274,096
+1,794% +$13.3M 0.08% 116
2021
Q2 		$698K Sell
15,282
-15,443
-50% -$725K 0.01% 1483
2021
Q1 		$1.37M Buy
+30,725
New +$1.39M 0.01% 851
2020
Q4 		– Sell
-57,328
Closed -$2.31M – 2549
2020
Q3 		$2.31M Buy
+57,328
New +$2.46M 0.07% 203
2019
Q4 		– Sell
-21,796
Closed -$977K – 1713
2019
Q3 		$977K Buy
+21,796
New +$936K 0.05% 364
2019
Q1 		– Sell
-12,558
Closed -$429K – 817
2018
Q4 		$429K Buy
+12,558
New +$435K 0.06% 249

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 $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
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

HRT Financial's WTRG Position: Q4 2024 in Review

HRT Financial sold out of Essential Utilities (WTRG) in Q4 2024, closing a stake of 204,105 shares — an estimated $7.87M sold.

HRT Financial first reported a position in WTRG in Q4 2018 and held it in 9 quarters. The position peaked at $13.3M in Q3 2021. 621 funds tracked by Wall St. Rank hold WTRG as of Q4 2024.

  • HRT Financial reported no remaining Essential Utilities position as of Q4 2024 after selling out during the quarter.
  • HRT Financial sold 204,105 Essential Utilities shares in Q4 2024, an estimated $7.87M.
  • HRT Financial first reported a position in Essential Utilities in Q4 2018 and held it in 9 quarters.
  • HRT Financial's Essential Utilities position peaked at $13.3M in Q3 2021.
  • 621 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2024.

Based on HRT Financial's 13F filing for Q4 2024, filed 14 Feb 2025.