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Principal Securities’s Essential Utilities WTRG Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,007
Closed -$80.1K – 3509
2025
Q3 		$80.1K Buy
2,007
+104
+5% +$3.96K ﹤0.01% 1704
2025
Q2 		$70.7K Sell
1,903
-568
-23% -$22.1K ﹤0.01% 1706
2025
Q1 		$89.7K Buy
2,471
+366
+17% +$13.4K ﹤0.01% 1485
2024
Q4 		$76.4K Sell
2,105
-2,283
-52% -$88.6K ﹤0.01% 1552
2024
Q3 		$169K Sell
4,388
-141
-3% -$5.54K ﹤0.01% 1167
2024
Q2 		$169K Sell
4,529
-5,924
-57% -$220K ﹤0.01% 1105
2024
Q1 		$387K Sell
10,453
-7,090
-40% -$257K 0.01% 766
2023
Q4 		$655K Buy
+17,543
New +$612K 0.02% 516

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principal Securities's WTRG Position: Q4 2025 in Review

Principal Securities sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 2,007 shares — an estimated $80.1K sold.

Principal Securities first reported a position in WTRG in Q4 2023 and held it in 8 quarters. The position peaked at $655K in Q4 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Principal Securities reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,007 Essential Utilities shares in Q4 2025, an estimated $80.1K.
  • Principal Securities first reported a position in Essential Utilities in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Essential Utilities position peaked at $655K in Q4 2023.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.