Kovitz Investment Group Partners
WTRG icon

Kovitz Investment Group Partners’s Essential Utilities WTRG Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-10,416
Closed -$416K – 1347
2025
Q3 		$416K Buy
+10,416
New +$397K ﹤0.01% 1097
2025
Q2 		– Sell
-5,276
Closed -$209K – 1405
2025
Q1 		$209K Buy
+5,276
New +$194K ﹤0.01% 1171

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Kovitz Investment Group Partners's WTRG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 10,416 shares — an estimated $416K sold.

Kovitz Investment Group Partners first reported a position in WTRG in Q1 2025 and held it in 2 quarters. The position peaked at $416K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,416 Essential Utilities shares in Q4 2025, an estimated $416K.
  • Kovitz Investment Group Partners first reported a position in Essential Utilities in Q1 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Essential Utilities position peaked at $416K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.