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Kula Investments’s Essential Utilities WTRG Stock Holding History

Kula Investments’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
2023
Q1 		$310K Buy
+7,112
New +$321K 0.08% 450

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kula Investments's WTRG Position: Q1 2023 in Review

Kula Investments opened a new position in Essential Utilities (WTRG) in Q1 2023: 7,112 shares worth $310K. The stake represents 0.08% of the portfolio and ranks #450 among its holdings.

648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • Kula Investments held 7,112 shares of Essential Utilities worth $310K as of Q1 2023.
  • Essential Utilities was a new Kula Investments position in Q1 2023.
  • Essential Utilities made up 0.08% of Kula Investments's portfolio in Q1 2023, its #450 holding.
  • 648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.