New Potomac Partners’s Essential Utilities WTRG Stock Holding History

New Potomac Partners’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
2020 Q4	–	Sell	-3,360	Closed	-$135K	–	119
2020 Q3	$135K	Hold	3,360	–	–	0.11%	67
2020 Q2	$142K	Hold	3,360	–	–	0.13%	69
2020 Q1	$137K	Hold	3,360	–	–	0.15%	64
2019 Q4	$158K	Hold	3,360	–	–	0.15%	70
2019 Q3	$151K	Hold	3,360	–	–	0.15%	69
2019 Q2	$139K	Hold	3,360	–	–	0.14%	70
2019 Q1	$122K	Hold	3,360	–	–	0.12%	75
2018 Q4	$115K	Hold	3,360	–	–	0.12%	78
2018 Q3	$124K	Hold	3,360	–	–	0.11%	72
2018 Q2	$118K	Hold	3,360	–	–	0.11%	74
2018 Q1	$114K	Hold	3,360	–	–	0.11%	77
2017 Q4	$132K	Buy	+3,360	New	+$123K	0.13%	74

Other funds holding WTRG

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

BlackRock New York $5.7T AUM 30.48% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return