RDWM
WTRG icon

Red Door Wealth Management’s Essential Utilities WTRG Stock Holding History

Red Door Wealth 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
2026
Q1 		$545K Sell
13,523
-14
-0.1% -$551 0.06% 161
2025
Q4 		$519K Buy
13,537
+14
+0.1% +$551 0.05% 156
2025
Q3 		$540K Hold
13,523
– – 0.06% 157
2025
Q2 		$502K Hold
13,523
– – 0.06% 158
2025
Q1 		$535K Hold
13,523
– – 0.08% 131
2024
Q4 		$491K Buy
+13,523
New +$525K 0.08% 135
2021
Q3 		– Sell
-375
Closed -$17K – 622
2021
Q2 		$17K Buy
+375
New +$17.6K 0.01% 384
2020
Q3 		– Sell
-375
Closed -$15K – 435
2020
Q2 		$15K Hold
375
– – 0.01% 284
2020
Q1 		$15K Buy
+375
New +$17.7K 0.01% 256

Other funds holding WTRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return