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PEAK6 Investments’s Essential Utilities WTRG Stock Holding History

PEAK6 Investments’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
2023
Q2 		– Sell
-400
Closed -$17.5K – 4799
2023
Q1 		$17.5K Sell
400
-9,400
-96% -$424K ﹤0.01% 3908
2022
Q4 		$468K Buy
9,800
+5,800
+145% +$263K ﹤0.01% 2577
2022
Q3 		$166K Buy
4,000
+200
+5% +$9.69K ﹤0.01% 3798
2022
Q2 		$174K Sell
3,800
-1,300
-25% -$60.4K ﹤0.01% 4871
2022
Q1 		$261K Buy
+5,100
New +$246K ﹤0.01% 3675
2021
Q4 		– Sell
-11,300
Closed -$521K – 5893
2021
Q3 		$521K Buy
11,300
+4,800
+74% +$233K ﹤0.01% 3212
2021
Q2 		$297K Buy
6,500
+4,500
+225% +$211K ﹤0.01% 3687
2021
Q1 		$90K Sell
2,000
-24,300
-92% -$1.1M ﹤0.01% 4327
2020
Q4 		$1.24M Buy
26,300
+23,400
+807% +$1.04M ﹤0.01% 2272
2020
Q3 		$117K Buy
+2,900
New +$125K ﹤0.01% 3782
2020
Q2 		– Sell
-200
Closed -$8K – 4894
2020
Q1 		$8K Buy
+200
New +$9.44K ﹤0.01% 3851
2019
Q4 		– Sell
-100
Closed -$4K – 4170
2019
Q3 		$4K Sell
100
-9,000
-99% -$386K ﹤0.01% 3631
2019
Q2 		$376K Buy
+9,100
New +$354K ﹤0.01% 2468
2019
Q1 		– Sell
-1,400
Closed -$48K – 4704
2018
Q4 		$48K Buy
+1,400
New +$48.5K ﹤0.01% 3649

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
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
Amundi
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PEAK6 Investments's WTRG Position: Q2 2023 in Review

PEAK6 Investments sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 7,894 shares — an estimated $345K sold.

PEAK6 Investments first reported a position in WTRG in Q3 2018 and held it in 9 quarters. The position peaked at $403K in Q4 2022. 626 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • PEAK6 Investments reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
  • PEAK6 Investments sold 7,894 Essential Utilities shares in Q2 2023, an estimated $345K.
  • PEAK6 Investments first reported a position in Essential Utilities in Q3 2018 and held it in 9 quarters.
  • PEAK6 Investments's Essential Utilities position peaked at $403K in Q4 2022.
  • 626 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on PEAK6 Investments's 13F filing for Q2 2023, filed 11 Aug 2023.