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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.6K Hold
724
– – ﹤0.01% 606
2025
Q1 		$28.6K Buy
724
+380
+110% +$15K ﹤0.01% 522
2024
Q4 		$12.5K Buy
+344
New +$12.5K ﹤0.01% 793