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Lee, Danner & Bass’s Essential Utilities WTRG Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-115
Closed -$4.18K – 712
2024
Q4 		$4.18K Buy
+115
New +$4.46K ﹤0.01% 614

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 $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee, Danner & Bass's WTRG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 115 shares — an estimated $4.18K sold.

Lee, Danner & Bass first reported a position in WTRG in Q4 2024 and held it in 1 quarter. The position peaked at $4.18K in Q4 2024. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 115 Essential Utilities shares in Q1 2025, an estimated $4.18K.
  • Lee, Danner & Bass first reported a position in Essential Utilities in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Essential Utilities position peaked at $4.18K in Q4 2024.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.