Oxler Private Wealth’s Essential Utilities WTRG Stock Holding History

Oxler Private Wealth’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
2022 Q4	–	Sell	-2,557	Closed	-$106K	–	332
2022 Q3	$106K	Buy	2,557 +14	+0.6%	+$678	0.06%	132
2022 Q2	$117K	Buy	+2,543	New	+$118K	0.06%	121
2021 Q1	–	Sell	-2,500	Closed	-$118K	–	219
2020 Q4	$118K	Buy	+2,500	New	+$111K	0.07%	126

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oxler Private Wealth's WTRG Position: Q4 2022 in Review

Oxler Private Wealth sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 2,557 shares — an estimated $106K sold.

Oxler Private Wealth first reported a position in WTRG in Q4 2020 and held it in 3 quarters. The position peaked at $118K in Q4 2020. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

Oxler Private Wealth reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 2,557 Essential Utilities shares in Q4 2022, an estimated $106K.
Oxler Private Wealth first reported a position in Essential Utilities in Q4 2020 and held it in 3 quarters.
Oxler Private Wealth's Essential Utilities position peaked at $118K in Q4 2020.
656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.