LF
WTRG icon

Lee Financial’s Essential Utilities WTRG Stock Holding History

Lee Financial’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
2026
Q1 		$1.09M Sell
27,109
-112
-0.4% -$4.41K 0.15% 68
2025
Q4 		$1.04M Sell
27,221
-3,283
-11% -$129K 0.14% 76
2025
Q3 		$1.22M Buy
30,504
+3,838
+14% +$146K 0.15% 76
2025
Q2 		$990K Buy
26,666
+2,510
+10% +$97.8K 0.14% 75
2025
Q1 		$955K Sell
24,156
-3,000
-11% -$110K 0.15% 73
2024
Q4 		$986K Sell
27,156
-435
-2% -$16.9K 0.14% 83
2024
Q3 		$1.06M Buy
27,591
+7,615
+38% +$299K 0.15% 80
2024
Q2 		$746K Buy
19,976
+985
+5% +$36.5K 0.12% 86
2024
Q1 		$704K Buy
+18,991
New +$689K 0.12% 85

Other funds holding WTRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return