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LGT Financial Advisors’s Essential Utilities WTRG Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-4
Closed -$149 – 649
2025
Q2 		$149 Buy
+4
New +$156 ﹤0.01% 562
2025
Q1 		– Sell
-138
Closed -$5.01K – 734
2024
Q4 		$5.01K Sell
138
-17
-11% -$660 0.01% 548
2024
Q3 		$5.98K Hold
155
– – 0.01% 502
2024
Q2 		$5.79K Sell
155
-2
-1% -$74 0.01% 573
2024
Q1 		$5.82K Sell
157
-184
-54% -$6.67K 0.01% 596
2023
Q4 		$12.7K Sell
341
-36
-10% -$1.26K 0.02% 439
2023
Q3 		$12.9K Buy
+377
New +$14.6K 0.02% 430

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return