MCM
WTRG icon

Murphy Capital Management’s Essential Utilities WTRG Stock Holding History

Murphy Capital 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
2022
Q2 		$209K Sell
4,577
-300
-6% -$13.9K 0.03% 211
2022
Q1 		$249K Sell
4,877
-1,130
-19% -$54.5K 0.03% 206
2021
Q4 		$322K Sell
6,007
-235
-4% -$11.4K 0.03% 191
2021
Q3 		$287K Sell
6,242
-950
-13% -$46K 0.03% 194
2021
Q2 		$328K Sell
7,192
-270
-4% -$12.7K 0.04% 187
2021
Q1 		$333K Sell
7,462
-575
-7% -$26K 0.04% 175
2020
Q4 		$380K Sell
8,037
-495
-6% -$22K 0.05% 154
2020
Q3 		$343K Sell
8,532
-550
-6% -$23.6K 0.05% 157
2020
Q2 		$383K Sell
9,082
-150
-2% -$6.34K 0.06% 147
2020
Q1 		$375K Buy
+9,232
New +$436K 0.07% 145
2019
Q4 		– Sell
-12,929
Closed -$579K – 242
2019
Q3 		$579K Sell
12,929
-425
-3% -$18.2K 0.09% 148
2019
Q2 		$552K Sell
13,354
-6,088
-31% -$237K 0.08% 152
2019
Q1 		$708K Sell
19,442
-4,190
-18% -$148K 0.11% 139
2018
Q4 		$807K Buy
23,632
+3,285
+16% +$114K 0.14% 127
2018
Q3 		$750K Buy
20,347
+2,210
+12% +$81.7K 0.1% 146
2018
Q2 		$638K Buy
18,137
+3,075
+20% +$105K 0.09% 157
2018
Q1 		$513K Buy
15,062
+6,025
+67% +$210K 0.07% 172
2017
Q4 		$354K Buy
9,037
+275
+3% +$10K 0.05% 204
2017
Q3 		$290K Buy
8,762
+400
+5% +$13.4K 0.04% 223
2017
Q2 		$278K Hold
8,362
– – 0.04% 225
2017
Q1 		$268K Sell
8,362
-1,850
-18% -$56.8K 0.04% 239
2016
Q4 		$306K Sell
10,212
-800
-7% -$23.9K 0.05% 228
2016
Q3 		$335K Sell
11,012
-250
-2% -$8.11K 0.05% 221
2016
Q2 		$401K Buy
11,262
+150
+1% +$4.88K 0.06% 209
2016
Q1 		$353K Buy
11,112
+1,463
+15% +$45.3K 0.06% 224
2015
Q4 		$287K Buy
+9,649
New +$278K 0.04% 250

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Murphy Capital Management's WTRG Position: Q2 2022 in Review

Murphy Capital Management reduced its Essential Utilities (WTRG) stake by 6.2% in Q2 2022, selling an estimated $13.9K and leaving 4,577 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #211.

Murphy Capital Management first reported a position in WTRG in Q4 2015 and has held it in 26 quarters since. The position peaked at $807K in Q4 2018. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Murphy Capital Management held 4,577 shares of Essential Utilities worth $209K as of Q2 2022.
  • Murphy Capital Management sold 300 Essential Utilities shares in Q2 2022, an estimated $13.9K.
  • Essential Utilities made up 0.03% of Murphy Capital Management's portfolio in Q2 2022, its #211 holding.
  • Murphy Capital Management first reported a position in Essential Utilities in Q4 2015 and has held it in 26 quarters since.
  • Murphy Capital Management's Essential Utilities position peaked at $807K in Q4 2018.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.