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Sciencast Management’s Essential Utilities WTRG Stock Holding History

Sciencast 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
Q3 		– Sell
-11,349
Closed -$422K – 396
2025
Q2 		$422K Buy
+11,349
New +$442K 0.09% 214
2022
Q1 		– Sell
-15,759
Closed -$840K – 788
2021
Q4 		$840K Buy
+15,759
New +$765K 0.15% 198
2021
Q2 		– Sell
-7,306
Closed -$331K – 730
2021
Q1 		$331K Buy
+7,306
New +$330K 0.07% 371
2016
Q4 		– Sell
-6,936
Closed -$215K – 243
2016
Q3 		$215K Sell
6,936
-13,265
-66% -$430K 0.64% 73
2016
Q2 		$720K Buy
20,201
+10,101
+100% +$329K 0.32% 107
2016
Q1 		$321K Buy
+10,100
New +$313K 0.25% 133

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sciencast Management's WTRG Position: Q3 2025 in Review

Sciencast Management sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 11,349 shares — an estimated $422K sold.

Sciencast Management first reported a position in WTRG in Q1 2016 and held it in 6 quarters. The position peaked at $840K in Q4 2021. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Sciencast Management reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
  • Sciencast Management sold 11,349 Essential Utilities shares in Q3 2025, an estimated $422K.
  • Sciencast Management first reported a position in Essential Utilities in Q1 2016 and held it in 6 quarters.
  • Sciencast Management's Essential Utilities position peaked at $840K in Q4 2021.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Sciencast Management's 13F filing for Q3 2025, filed 12 Nov 2025.