Prelude Capital Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $806K | Buy |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $742K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $331K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $5K | Sell |
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|
2020
Q2 | $25K | Sell |
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|
2020
Q1 | $100K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $20K | Buy |
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