SEI Investments’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $7.09M | Buy |
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|
2024
Q4 | $6.25M | Buy |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $2.21M | Sell |
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|
2024
Q1 | $3.26M | Sell |
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|
2023
Q4 | $6.34M | Sell |
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|
2023
Q3 | $7.25M | Buy |
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|
2023
Q2 | $6.51M | Sell |
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|
2023
Q1 | $9.68M | Buy |
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|
2022
Q4 | $6.56M | Sell |
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|
2022
Q3 | $6.21M | Buy |
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|
2022
Q2 | $3.88M | Sell |
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|
2022
Q1 | $5.64M | Sell |
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|
2021
Q4 | $8.48M | Buy |
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|
2021
Q3 | $6.83M | Sell |
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|
2021
Q2 | $8.6M | Buy |
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|
2021
Q1 | $8.21M | Buy |
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|
2020
Q4 | $7.6M | Buy |
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|
2020
Q3 | $1.99M | Buy |
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|
2020
Q2 | $678K | Buy |
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|
2020
Q1 | $629K | Sell |
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|
2019
Q4 | $755K | Sell |
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|
2019
Q3 | $722K | Buy |
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|
2019
Q2 | $658K | Buy |
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|
2019
Q1 | $513K | Buy |
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|
2018
Q4 | $491K | Hold |
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|
2018
Q3 | $491K | Sell |
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|
2018
Q2 | $909K | Buy |
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|
2018
Q1 | $837K | Buy |
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|
2017
Q4 | $630K | Sell |
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|
2017
Q3 | $541K | Buy |
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|
2017
Q2 | $440K | Buy |
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|
2017
Q1 | $380K | Buy |
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|
2016
Q4 | $346K | Buy |
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|
2016
Q3 | $106K | Buy |
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|
2016
Q2 | $108K | Sell |
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|
2016
Q1 | $841K | Buy |
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|
2015
Q4 | $90K | Buy |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $31K | Buy |
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|
2014
Q4 | $3K | Buy |
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