Loudon Investment Management’s Essential Utilities WTRG Stock Holding History

Loudon Investment Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$574K	Hold	15,463	–	–	0.32%	67
2025 Q1	$611K	Hold	15,463	–	–	0.35%	64
2024 Q4	$562K	Hold	15,463	–	–	0.32%	65
2024 Q3	$596K	Hold	15,463	–	–	0.33%	64
2024 Q2	$577K	Hold	15,463	–	–	0.34%	66
2024 Q1	$573K	Hold	15,463	–	–	0.33%	65
2023 Q4	$578K	Hold	15,463	–	–	0.36%	65
2023 Q3	$531K	Hold	15,463	–	–	0.37%	66
2023 Q2	$617K	Hold	15,463	–	–	0.41%	60
2023 Q1	$675K	Hold	15,463	–	–	0.47%	58
2022 Q4	$738K	Hold	15,463	–	–	0.53%	51
2022 Q3	$640K	Sell	15,463 -2,000	-11%	-$82.8K	0.51%	52
2022 Q2	$801K	Hold	17,463	–	–	0.6%	48
2022 Q1	$893K	Hold	17,463	–	–	0.59%	47
2021 Q4	$938K	Hold	17,463	–	–	0.6%	45
2021 Q3	$805K	Sell	17,463 -589	-3%	-$27.2K	0.57%	47
2021 Q2	$825K	Hold	18,052	–	–	0.56%	49
2021 Q1	$808K	Hold	18,052	–	–	0.58%	45
2020 Q4	$854K	Hold	18,052	–	–	0.67%	41
2020 Q3	$727K	Hold	18,052	–	–	0.61%	41
2020 Q2	$763K	Hold	18,052	–	–	0.66%	43
2020 Q1	$735K	Sell	18,052 -4,000	-18%	-$163K	0.77%	42
2019 Q4	$1.04M	Hold	22,052	–	–	0.81%	42
2019 Q3	$989K	Hold	22,052	–	–	0.83%	41
2019 Q2	$912K	Hold	22,052	–	–	0.77%	43
2019 Q1	$804K	Hold	22,052	–	–	0.71%	42
2018 Q4	$754K	Hold	22,052	–	–	0.72%	42
2018 Q3	$814K	Hold	22,052	–	–	0.65%	45
2018 Q2	$778K	Hold	22,052	–	–	0.62%	46
2018 Q1	$751K	Hold	22,052	–	–	0.6%	45
2017 Q4	$865K	Hold	22,052	–	–	0.65%	44
2017 Q3	$732K	Hold	22,052	–	–	0.57%	48
2017 Q2	$734K	Hold	22,052	–	–	0.56%	51
2017 Q1	$709K	Hold	22,052	–	–	0.54%	50
2016 Q4	$662K	Hold	22,052	–	–	0.52%	45
2016 Q3	$672K	Hold	22,052	–	–	0.52%	48
2016 Q2	$786K	Hold	22,052	–	–	0.63%	43
2016 Q1	$702K	Hold	22,052	–	–	0.57%	42
2015 Q4	$657K	Hold	22,052	–	–	0.53%	43
2015 Q3	$584K	Hold	22,052	–	–	0.5%	41
2015 Q2	$540K	Hold	22,052	–	–	0.41%	45
2015 Q1	$581K	Hold	22,052	–	–	0.44%	48
2014 Q4	$589K	Hold	22,052	–	–	0.44%	49
2014 Q3	$519K	Hold	22,052	–	–	0.37%	57
2014 Q2	$578K	Hold	22,052	–	–	0.4%	53
2014 Q1	$553K	Hold	22,052	–	–	0.4%	58
2013 Q4	$520K	Buy	+22,052	New	+$520K	0.38%	58