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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$574K	Hold
2025 Q1	$611K	Hold
2024 Q4	$562K	Hold
2024 Q3	$596K	Hold
2024 Q2	$577K	Hold
2024 Q1	$573K	Hold
2023 Q4	$578K	Hold
2023 Q3	$531K	Hold
2023 Q2	$617K	Hold
2023 Q1	$675K	Hold
2022 Q4	$738K	Hold
2022 Q3	$640K	Sell
2022 Q2	$801K	Hold
2022 Q1	$893K	Hold
2021 Q4	$938K	Hold
2021 Q3	$805K	Sell
2021 Q2	$825K	Hold
2021 Q1	$808K	Hold
2020 Q4	$854K	Hold
2020 Q3	$727K	Hold
2020 Q2	$763K	Hold
2020 Q1	$735K	Sell
2019 Q4	$1.03M	Hold
2019 Q3	$989K	Hold
2019 Q2	$912K	Hold
2019 Q1	$804K	Hold
2018 Q4	$754K	Hold
2018 Q3	$814K	Hold
2018 Q2	$778K	Hold
2018 Q1	$751K	Hold
2017 Q4	$865K	Hold
2017 Q3	$732K	Hold
2017 Q2	$734K	Hold
2017 Q1	$709K	Hold
2016 Q4	$662K	Hold
2016 Q3	$672K	Hold
2016 Q2	$786K	Hold
2016 Q1	$702K	Hold
2015 Q4	$657K	Hold
2015 Q3	$584K	Hold
2015 Q2	$540K	Hold
2015 Q1	$581K	Hold
2014 Q4	$589K	Hold
2014 Q3	$519K	Hold
2014 Q2	$578K	Hold
2014 Q1	$553K	Hold
2013 Q4	$520K	Buy