INTECH Investment Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
29,471
+13,916
| +89% | +$517K | 0.01% | 1140 |
|
|
2025
Q1 | $615K | Buy |
15,555
+7,891
| +103% | +$312K | 0.01% | 1506 |
|
|
2024
Q4 | $278K | Sell |
7,664
-15,537
| -67% | -$564K | ﹤0.01% | 1869 |
|
|
2024
Q3 | $895K | Sell |
23,201
-22,741
| -49% | -$877K | 0.01% | 879 |
|
|
2024
Q2 | $1.72M | Buy |
45,942
+28,010
| +156% | +$1.05M | 0.02% | 486 |
|
|
2024
Q1 | $664K | Buy |
17,932
+4,009
| +29% | +$149K | 0.01% | 509 |
|
|
2023
Q4 | $520K | Sell |
13,923
-260
| -2% | -$9.71K | 0.01% | 538 |
|
|
2023
Q3 | $487K | Sell |
14,183
-6,147
| -30% | -$211K | 0.01% | 584 |
|
|
2023
Q2 | $811K | Buy |
20,330
+5,624
| +38% | +$224K | 0.01% | 509 |
|
|
2023
Q1 | $642K | Sell |
14,706
-793
| -5% | -$34.6K | 0.01% | 582 |
|
|
2022
Q4 | $740K | Buy |
15,499
+793
| +5% | +$37.9K | 0.01% | 560 |
|
|
2022
Q3 | $609K | Hold |
14,706
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $674K | Buy |
+14,706
| New | +$674K | ﹤0.01% | 577 |
|