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Lowe Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Lowe Wealth 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
Q1 		– Sell
-77
Closed -$2.8K – 388
2024
Q4 		$2.8K Buy
+77
New +$2.99K ﹤0.01% 311
2016
Q1 		– Sell
-392
Closed -$12K – 239
2015
Q4 		$12K Buy
+392
New +$11.3K 0.01% 124

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

Lowe Wealth Advisors's WTRG Position: Q1 2025 in Review

Lowe Wealth Advisors sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 77 shares — an estimated $2.8K sold.

Lowe Wealth Advisors first reported a position in WTRG in Q4 2015 and held it in 2 quarters. The position peaked at $12K in Q4 2015. 678 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • Lowe Wealth Advisors reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • Lowe Wealth Advisors sold 77 Essential Utilities shares in Q1 2025, an estimated $2.8K.
  • Lowe Wealth Advisors first reported a position in Essential Utilities in Q4 2015 and held it in 2 quarters.
  • Lowe Wealth Advisors's Essential Utilities position peaked at $12K in Q4 2015.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Lowe Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.