Ken Fisher
WTRG icon

Ken Fisher’s Essential Utilities WTRG Stock Holding History

Ken Fisher’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
-5,496
Closed -$212K – 1018
2024
Q3 		$212K Buy
+5,496
New +$216K ﹤0.01% 890

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

Ken Fisher's WTRG Position: Q4 2024 in Review

Ken Fisher sold out of Essential Utilities (WTRG) in Q4 2024, closing a stake of 5,496 shares — an estimated $212K sold.

Ken Fisher first reported a position in WTRG in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 622 funds tracked by Wall St. Rank hold WTRG as of Q4 2024.

  • Ken Fisher reported no remaining Essential Utilities position as of Q4 2024 after selling out during the quarter.
  • Ken Fisher sold 5,496 Essential Utilities shares in Q4 2024, an estimated $212K.
  • Ken Fisher first reported a position in Essential Utilities in Q3 2024 and held it in 1 quarter.
  • Ken Fisher's Essential Utilities position peaked at $212K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.