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Mount Yale Investment Advisors’s Essential Utilities WTRG Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-71
Closed -$2.64K – 1619
2025
Q2 		$2.64K Buy
+71
New +$2.77K ﹤0.01% 1302

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's WTRG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 71 shares — an estimated $2.64K sold.

Mount Yale Investment Advisors first reported a position in WTRG in Q2 2025 and held it in 1 quarter. The position peaked at $2.64K in Q2 2025. 678 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 71 Essential Utilities shares in Q3 2025, an estimated $2.64K.
  • Mount Yale Investment Advisors first reported a position in Essential Utilities in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Essential Utilities position peaked at $2.64K in Q2 2025.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.