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Kestra Investment Management’s Essential Utilities WTRG Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-724
Closed -$28.6K – 1008
2025
Q2 		$28.6K Hold
724
– – ﹤0.01% 606
2025
Q1 		$28.6K Buy
724
+380
+110% +$14K ﹤0.01% 522
2024
Q4 		$12.5K Buy
+344
New +$13.4K ﹤0.01% 794

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Investment Management's WTRG Position: Q3 2025 in Review

Kestra Investment Management sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 724 shares — an estimated $28.6K sold.

Kestra Investment Management first reported a position in WTRG in Q4 2024 and held it in 3 quarters. The position peaked at $28.6K in Q2 2025. 678 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Kestra Investment Management reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 724 Essential Utilities shares in Q3 2025, an estimated $28.6K.
  • Kestra Investment Management first reported a position in Essential Utilities in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Essential Utilities position peaked at $28.6K in Q2 2025.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.