Richard C. Young & Co’s Essential Utilities WTRG Stock Holding History

Richard C. Young & Co’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	-6,153	Closed	-$246K	–	92
2025 Q3	$246K	Buy	+6,153	New	+$235K	0.02%	87

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Richard C. Young & Co's WTRG Position: Q4 2025 in Review

Richard C. Young & Co sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 6,153 shares — an estimated $246K sold.

Richard C. Young & Co first reported a position in WTRG in Q3 2025 and held it in 1 quarter. The position peaked at $246K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

Richard C. Young & Co reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
Richard C. Young & Co sold 6,153 Essential Utilities shares in Q4 2025, an estimated $246K.
Richard C. Young & Co first reported a position in Essential Utilities in Q3 2025 and held it in 1 quarter.
Richard C. Young & Co's Essential Utilities position peaked at $246K in Q3 2025.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Richard C. Young & Co's 13F filing for Q4 2025, filed 29 Jan 2026.