NFJ Investment Group’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 | $5.29M | Sell |
142,446
-34,050
| -19% | -$1.26M | 0.18% | 135 |
|
|
2025
Q1 | $6.98M | Sell |
176,496
-14,555
| -8% | -$575K | 0.23% | 108 |
|
|
2024
Q4 | $6.94M | Sell |
191,051
-10,847
| -5% | -$394K | 0.22% | 117 |
|
|
2024
Q3 | $7.79M | Sell |
201,898
-52,415
| -21% | -$2.02M | 0.23% | 114 |
|
|
2024
Q2 | $9.49M | Sell |
254,313
-854
| -0.3% | -$31.9K | 0.29% | 103 |
|
|
2024
Q1 | $9.45M | Sell |
255,167
-5,357
| -2% | -$198K | 0.26% | 107 |
|
|
2023
Q4 | $9.73M | Buy |
260,524
+10,661
| +4% | +$398K | 0.27% | 101 |
|
|
2023
Q3 | $8.58M | Buy |
+249,863
| New | +$8.58M | 0.25% | 101 |
|