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NXG Investment Management’s Essential Utilities WTRG Stock Holding History

NXG Investment 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
2020
Q1 		– Sell
-4,448
Closed -$209K – 150
2019
Q4 		$209K Buy
+4,448
New +$200K 0.01% 123

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NXG Investment Management's WTRG Position: Q1 2020 in Review

NXG Investment Management sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 4,448 shares — an estimated $209K sold.

NXG Investment Management first reported a position in WTRG in Q4 2019 and held it in 1 quarter. The position peaked at $209K in Q4 2019. 578 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • NXG Investment Management reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • NXG Investment Management sold 4,448 Essential Utilities shares in Q1 2020, an estimated $209K.
  • NXG Investment Management first reported a position in Essential Utilities in Q4 2019 and held it in 1 quarter.
  • NXG Investment Management's Essential Utilities position peaked at $209K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on NXG Investment Management's 13F filing for Q1 2020, filed 15 May 2020.