QRG 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
2026
Q1
$921K Buy
22,871
+3,030
+15% +$119K 0.01% 588
2025
Q4
$761K Buy
19,841
+1,173
+6% +$46.2K 0.01% 625
2025
Q3
$745K Buy
18,668
+2,043
+12% +$77.9K 0.01% 599
2025
Q2
$617K Buy
16,625
+1,998
+14% +$77.8K 0.01% 752
2025
Q1
$578K Buy
14,627
+2,117
+17% +$77.8K 0.01% 717
2024
Q4
$454K Sell
12,510
-1,491
-11% -$57.9K ﹤0.01% 791
2024
Q3
$540K Buy
14,001
+1,999
+17% +$78.6K 0.01% 753
2024
Q2
$448K Sell
12,002
-14
-0.1% -$519 0.01% 765
2024
Q1
$445K Buy
12,016
+1,407
+13% +$51K 0.01% 777
2023
Q4
$396K Buy
10,609
+629
+6% +$22K 0.01% 794
2023
Q3
$343K Buy
+9,980
New +$387K 0.01% 765

Other funds holding WTRG