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JMAC Enterprises’s Essential Utilities WTRG Stock Holding History

JMAC Enterprises’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
Q1 		– Sell
-28,357
Closed -$1.03M – 174
2024
Q4 		$1.03M Buy
28,357
+43
+0.2% +$1.67K 0.16% 96
2024
Q3 		$1.09M Buy
28,314
+149
+0.5% +$5.86K 0.17% 94
2024
Q2 		$1.05M Sell
28,165
-403
-1% -$15K 0.18% 94
2024
Q1 		$1.06M Sell
28,568
-191
-0.7% -$6.93K 0.2% 91
2023
Q4 		$1.07M Buy
28,759
+533
+2% +$18.6K 0.23% 85
2023
Q3 		$969K Sell
28,226
-375
-1% -$14.5K 0.24% 85
2023
Q2 		$1.14M Buy
28,601
+316
+1% +$13.3K 0.28% 80
2023
Q1 		$1.23M Buy
28,285
+469
+2% +$21.2K 0.31% 81
2022
Q4 		$1.33M Sell
27,816
-1,397
-5% -$63.2K 0.37% 73
2022
Q3 		$1.21M Buy
29,213
+248
+0.9% +$12K 0.34% 80
2022
Q2 		$1.33M Buy
28,965
+126
+0.4% +$5.85K 0.34% 77
2022
Q1 		$1.48M Buy
28,839
+128
+0.4% +$6.18K 0.35% 68
2021
Q4 		$1.36M Buy
+28,711
New +$1.39M 0.32% 70

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JMAC Enterprises's WTRG Position: Q1 2025 in Review

JMAC Enterprises sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 28,357 shares — an estimated $1.03M sold.

JMAC Enterprises first reported a position in WTRG in Q4 2021 and held it in 13 quarters. The position peaked at $1.48M in Q1 2022. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • JMAC Enterprises reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • JMAC Enterprises sold 28,357 Essential Utilities shares in Q1 2025, an estimated $1.03M.
  • JMAC Enterprises first reported a position in Essential Utilities in Q4 2021 and held it in 13 quarters.
  • JMAC Enterprises's Essential Utilities position peaked at $1.48M in Q1 2022.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.