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Lindenwold Advisors’s Essential Utilities WTRG Stock Holding History

Lindenwold 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 		$694K Buy
17,405
+9,943
+133% +$379K 0.33% 60
2025
Q2 		$277K Sell
7,462
-34
-0.5% -$1.32K 0.14% 91
2025
Q1 		$296K Sell
7,496
-129
-2% -$4.74K 0.17% 82
2024
Q4 		$277K Sell
7,625
-305
-4% -$11.8K 0.15% 99
2024
Q3 		$306K Buy
7,930
+364
+5% +$14.3K 0.15% 96
2024
Q2 		$282K Sell
7,566
-56
-0.7% -$2.08K 0.15% 90
2024
Q1 		$282K Buy
+7,622
New +$276K 0.15% 101

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

Lindenwold Advisors's WTRG Position: Q3 2025 in Review

Lindenwold Advisors increased its Essential Utilities (WTRG) stake by 133% in Q3 2025, buying an estimated $379K and bringing the position to 17,405 shares worth $694K. The position accounts for 0.33% of the portfolio, ranked #60.

Lindenwold Advisors first reported a position in WTRG in Q1 2024 and has held it in 7 quarters since. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Lindenwold Advisors held 17,405 shares of Essential Utilities worth $694K as of Q3 2025.
  • Lindenwold Advisors bought 9,943 Essential Utilities shares in Q3 2025, an estimated $379K.
  • Essential Utilities made up 0.33% of Lindenwold Advisors's portfolio in Q3 2025, its #60 holding.
  • Lindenwold Advisors first reported a position in Essential Utilities in Q1 2024 and has held it in 7 quarters since.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.