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Parkworth Wealth Management’s Essential Utilities WTRG Stock Holding History

Parkworth Wealth 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
Q2 		$483 Buy
13
+5
+63% +$195 ﹤0.01% 652
2025
Q1 		$316 Buy
8
+3
+60% +$110 ﹤0.01% 565
2024
Q4 		$182 Buy
+5
New +$194 ﹤0.01% 792

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's WTRG Position: Q2 2025 in Review

Parkworth Wealth Management increased its Essential Utilities (WTRG) stake by 63% in Q2 2025, buying an estimated $195 and bringing the position to 13 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Parkworth Wealth Management first reported a position in WTRG in Q4 2024 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Parkworth Wealth Management held 13 shares of Essential Utilities worth $483 as of Q2 2025.
  • Parkworth Wealth Management bought 5 Essential Utilities shares in Q2 2025, an estimated $195.
  • Essential Utilities made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #652 holding.
  • Parkworth Wealth Management first reported a position in Essential Utilities in Q4 2024 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.