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Longfellow Investment Management’s Essential Utilities WTRG Stock Holding History

Longfellow Investment Management’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
-9,767
Closed -$355K – 315
2024
Q4 		$355K Sell
9,767
-626
-6% -$24.3K 0.09% 120
2024
Q3 		$401K Buy
10,393
+62
+0.6% +$2.44K 0.1% 117
2024
Q2 		$386K Buy
10,331
+71
+0.7% +$2.63K 0.1% 107
2024
Q1 		$380K Buy
10,260
+70
+0.7% +$2.54K 0.09% 111
2023
Q4 		$381K Buy
10,190
+3,203
+46% +$112K 0.09% 111
2023
Q3 		$240K Buy
+6,987
New +$271K 0.06% 119

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

Longfellow Investment Management's WTRG Position: Q1 2025 in Review

Longfellow Investment Management sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 9,767 shares — an estimated $355K sold.

Longfellow Investment Management first reported a position in WTRG in Q3 2023 and held it in 6 quarters. The position peaked at $401K in Q3 2024. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • Longfellow Investment Management reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • Longfellow Investment Management sold 9,767 Essential Utilities shares in Q1 2025, an estimated $355K.
  • Longfellow Investment Management first reported a position in Essential Utilities in Q3 2023 and held it in 6 quarters.
  • Longfellow Investment Management's Essential Utilities position peaked at $401K in Q3 2024.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.