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Oxford Asset Management’s Essential Utilities WTRG Stock Holding History

Oxford Asset 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
2025
Q3 		– Sell
-33,680
Closed -$1.25M – 768
2025
Q2 		$1.25M Buy
+33,680
New +$1.31M 0.41% 45
2017
Q3 		– Sell
-14,837
Closed -$494K – 1733
2017
Q2 		$494K Sell
14,837
-13,414
-47% -$440K 0.01% 1125
2017
Q1 		$908K Buy
+28,251
New +$868K 0.02% 848

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Geode Capital Management
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Amundi
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return