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WTRG icon

InceptionR’s Essential Utilities WTRG Stock Holding History

InceptionR’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
-15,855
Closed -$633K – 908
2025
Q3 		$633K Sell
15,855
-260
-2% -$9.91K 0.15% 248
2025
Q2 		$599K Buy
16,115
+8,231
+104% +$321K 0.14% 273
2025
Q1 		$312K Sell
7,884
-8,285
-51% -$304K 0.09% 375
2024
Q4 		$587K Buy
+16,169
New +$628K 0.13% 297
2023
Q2 		– Sell
-22,206
Closed -$969K – 632
2023
Q1 		$969K Buy
+22,206
New +$1M 0.31% 113

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 $3.37T AUM 44.26% 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

InceptionR's WTRG Position: Q4 2025 in Review

InceptionR sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 15,855 shares — an estimated $633K sold.

InceptionR first reported a position in WTRG in Q1 2023 and held it in 5 quarters. The position peaked at $969K in Q1 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • InceptionR reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 15,855 Essential Utilities shares in Q4 2025, an estimated $633K.
  • InceptionR first reported a position in Essential Utilities in Q1 2023 and held it in 5 quarters.
  • InceptionR's Essential Utilities position peaked at $969K in Q1 2023.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.