Natixis Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Buy |
160,894
+34,300
| +27% | +$1.27M | 0.01% | 787 |
|
|
2025
Q1 | $5M | Buy |
126,594
+34,366
| +37% | +$1.36M | 0.01% | 821 |
|
|
2024
Q4 | $3.35M | Buy |
92,228
+25,846
| +39% | +$939K | 0.01% | 945 |
|
|
2024
Q3 | $2.56M | Buy |
66,382
+3,761
| +6% | +$145K | 0.01% | 1010 |
|
|
2024
Q2 | $2.34M | Buy |
62,621
+6,992
| +13% | +$261K | 0.01% | 999 |
|
|
2024
Q1 | $2.06M | Buy |
55,629
+30,673
| +123% | +$1.14M | ﹤0.01% | 1033 |
|
|
2023
Q4 | $932K | Buy |
24,956
+3,277
| +15% | +$122K | ﹤0.01% | 1227 |
|
|
2023
Q3 | $744K | Sell |
21,679
-5,599
| -21% | -$192K | ﹤0.01% | 1251 |
|
|
2023
Q2 | $1.09M | Buy |
27,278
+5,897
| +28% | +$235K | ﹤0.01% | 1137 |
|
|
2023
Q1 | $933K | Sell |
21,381
-7,342
| -26% | -$320K | ﹤0.01% | 1150 |
|
|
2022
Q4 | $1.37M | Buy |
28,723
+4,345
| +18% | +$207K | 0.01% | 1049 |
|
|
2022
Q3 | $1.01M | Buy |
24,378
+4,709
| +24% | +$195K | ﹤0.01% | 1108 |
|
|
2022
Q2 | $902K | Sell |
19,669
-18,118
| -48% | -$831K | ﹤0.01% | 1147 |
|
|
2022
Q1 | $1.93M | Buy |
37,787
+16,871
| +81% | +$863K | 0.01% | 970 |
|
|
2021
Q4 | $1.12M | Sell |
20,916
-1,215
| -5% | -$65.2K | ﹤0.01% | 1095 |
|
|
2021
Q3 | $1.02M | Buy |
22,131
+850
| +4% | +$39.2K | ﹤0.01% | 1086 |
|
|
2021
Q2 | $973K | Buy |
21,281
+5,072
| +31% | +$232K | ﹤0.01% | 1099 |
|
|
2021
Q1 | $725K | Sell |
16,209
-1,227
| -7% | -$54.9K | ﹤0.01% | 1109 |
|
|
2020
Q4 | $825K | Buy |
17,436
+2,779
| +19% | +$131K | ﹤0.01% | 1050 |
|
|
2020
Q3 | $590K | Buy |
14,657
+150
| +1% | +$6.04K | ﹤0.01% | 1022 |
|
|
2020
Q2 | $613K | Buy |
14,507
+2,031
| +16% | +$85.8K | ﹤0.01% | 1034 |
|
|
2020
Q1 | $508K | Buy |
+12,476
| New | +$508K | ﹤0.01% | 1055 |
|