Pullen Investment Management’s Essential Utilities WTRG Stock Holding History

Pullen Investment 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	$451K	Sell
2025 Q1	$486K	Buy
2024 Q4	$369K	Sell
2024 Q3	$455K	Sell
2024 Q2	$442K	Buy
2024 Q1	$244K	Buy