Marex Group’s Essential Utilities WTRG Stock Holding History

Marex Group’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	–	Sell	-6,960	Closed	-$258K	–	1019
2025 Q2	$258K	Buy	+6,960	New	+$271K	﹤0.01%	479

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marex Group's WTRG Position: Q3 2025 in Review

Marex Group sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 6,960 shares — an estimated $258K sold.

Marex Group first reported a position in WTRG in Q2 2025 and held it in 1 quarter. The position peaked at $258K in Q2 2025. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

Marex Group reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
Marex Group sold 6,960 Essential Utilities shares in Q3 2025, an estimated $258K.
Marex Group first reported a position in Essential Utilities in Q2 2025 and held it in 1 quarter.
Marex Group's Essential Utilities position peaked at $258K in Q2 2025.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Marex Group's 13F filing for Q3 2025, filed 14 Nov 2025.