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Lindbrook Capital’s Essential Utilities WTRG Stock Holding History

Lindbrook Capital’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
-909
Closed -$33K – 2942
2024
Q4 		$33K Sell
909
-13
-1% -$505 ﹤0.01% 1000
2024
Q3 		$35.6K Sell
922
-17
-2% -$668 ﹤0.01% 979
2024
Q2 		$35.1K Buy
939
+3
+0.3% +$111 ﹤0.01% 951
2024
Q1 		$34.7K Buy
936
+199
+27% +$7.22K ﹤0.01% 937
2023
Q4 		$27.5K Buy
737
+325
+79% +$11.3K ﹤0.01% 1014
2023
Q3 		$14.1K Buy
412
+337
+449% +$13.1K ﹤0.01% 1233
2023
Q2 		$2.99K Sell
75
-165
-69% -$6.92K ﹤0.01% 2005
2023
Q1 		$10.5K Sell
240
-21
-8% -$947 ﹤0.01% 1424
2022
Q4 		$12.5K Buy
261
+124
+91% +$5.61K ﹤0.01% 1319
2022
Q3 		$6K Sell
137
-42
-23% -$2.04K ﹤0.01% 1613
2022
Q2 		$8K Sell
179
-7
-4% -$325 ﹤0.01% 1373
2022
Q1 		$10K Buy
186
+24
+15% +$1.16K ﹤0.01% 1298
2021
Q4 		$9K Sell
162
-46
-22% -$2.23K ﹤0.01% 1333
2021
Q3 		$10K Buy
208
+46
+28% +$2.23K ﹤0.01% 1007
2021
Q2 		$7K Sell
162
-26
-14% -$1.22K ﹤0.01% 1215
2021
Q1 		$8K Buy
188
+10
+6% +$452 ﹤0.01% 1120
2020
Q4 		$8K Buy
178
+16
+10% +$711 ﹤0.01% 1019
2020
Q3 		$7K Hold
162
– – ﹤0.01% 985
2020
Q2 		$7K Buy
162
+25
+18% +$1.06K ﹤0.01% 986
2020
Q1 		$6K Hold
137
– – ﹤0.01% 951
2019
Q4 		$6K Hold
137
– – ﹤0.01% 1076
2019
Q3 		$6K Hold
137
– – ﹤0.01% 1046
2019
Q2 		$5K Hold
137
– – ﹤0.01% 1072
2019
Q1 		$4K Hold
137
– – ﹤0.01% 1143
2018
Q4 		$4K Buy
+137
New +$4.75K ﹤0.01% 1088

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Lindbrook Capital's WTRG Position: Q1 2025 in Review

Lindbrook Capital sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 909 shares — an estimated $33K sold.

Lindbrook Capital first reported a position in WTRG in Q4 2018 and held it in 25 quarters. The position peaked at $35.6K in Q3 2024. 679 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • Lindbrook Capital reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 909 Essential Utilities shares in Q1 2025, an estimated $33K.
  • Lindbrook Capital first reported a position in Essential Utilities in Q4 2018 and held it in 25 quarters.
  • Lindbrook Capital's Essential Utilities position peaked at $35.6K in Q3 2024.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.