Simplex Trading’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 | $4.03K | Buy |
+100
| New | +$3.94K | ﹤0.01% | 8023 |
|
|
2025
Q4 | – | Sell |
-9,000
| Closed | -$359K | – | 10282 |
|
|
2025
Q3 | $359K | Buy |
9,000
+7,400
| +463% | +$282K | ﹤0.01% | 4241 |
|
|
2025
Q2 | $59K | Hold |
1,600
| – | – | ﹤0.01% | 5762 |
|
|
2025
Q1 | $63K | Buy |
1,600
+700
| +78% | +$25.7K | ﹤0.01% | 5547 |
|
|
2024
Q4 | $32K | Sell |
900
-5,800
| -87% | -$225K | ﹤0.01% | 6303 |
|
|
2024
Q3 | $258K | Sell |
6,700
-2,800
| -29% | -$110K | ﹤0.01% | 4279 |
|
|
2024
Q2 | $354K | Buy |
9,500
+3,100
| +48% | +$115K | ﹤0.01% | 4039 |
|
|
2024
Q1 | $237K | Sell |
6,400
-300
| -4% | -$10.9K | ﹤0.01% | 4660 |
|
|
2023
Q4 | $250K | Buy |
6,700
+6,000
| +857% | +$209K | ﹤0.01% | 4429 |
|
|
2023
Q3 | $24K | Sell |
700
-78,200
| -99% | -$3.03M | ﹤0.01% | 6486 |
|
|
2023
Q2 | $3.15M | Sell |
78,900
-10,400
| -12% | -$436K | ﹤0.01% | 1625 |
|
|
2023
Q1 | $3.9M | Buy |
89,300
+86,700
| +3,335% | +$3.91M | ﹤0.01% | 1464 |
|
|
2022
Q4 | $124K | Sell |
2,600
-2,000
| -43% | -$90.5K | ﹤0.01% | 4813 |
|
|
2022
Q3 | $190K | Buy |
4,600
+3,400
| +283% | +$165K | ﹤0.01% | 4686 |
|
|
2022
Q2 | $55K | Sell |
1,200
-4,000
| -77% | -$186K | ﹤0.01% | 6378 |
|
|
2022
Q1 | $265K | Sell |
5,200
-3,900
| -43% | -$188K | ﹤0.01% | 4722 |
|
|
2021
Q4 | $488K | Sell |
9,100
-10,100
| -53% | -$490K | ﹤0.01% | 3841 |
|
|
2021
Q3 | $892K | Hold |
19,200
| – | – | ﹤0.01% | 3242 |
|
|
2021
Q2 | $877K | Buy |
19,200
+19,117
| +23,033% | +$897K | ﹤0.01% | 3306 |
|
|
2021
Q1 | $371K | Buy |
83
+2
| +2% | +$90 | ﹤0.01% | 3829 |
|
|
2020
Q4 | $383K | Sell |
81
-214
| -73% | -$9.51K | ﹤0.01% | 3778 |
|
|
2020
Q3 | $1.19M | Buy |
295
+51
| +21% | +$2.19K | ﹤0.01% | 2037 |
|
|
2020
Q2 | $1.03M | Buy |
244
+16
| +7% | +$676 | ﹤0.01% | 2125 |
|
|
2020
Q1 | $927K | Buy |
228
+48
| +27% | +$2.27K | ﹤0.01% | 1960 |
|
|
2019
Q4 | $844K | Buy |
180
+139
| +339% | +$6.26K | ﹤0.01% | 2240 |
|
|
2019
Q3 | $183K | Buy |
41
+18
| +78% | +$773 | ﹤0.01% | 3651 |
|
|
2019
Q2 | $95K | Sell |
23
-29
| -56% | -$1.13K | ﹤0.01% | 4245 |
|
|
2019
Q1 | $189K | Buy |
52
+39
| +300% | +$1.38K | ﹤0.01% | 3684 |
|
|
2018
Q4 | $44K | Sell |
13
-11
| -46% | -$381 | ﹤0.01% | 4643 |
|
|
2018
Q3 | $88K | Buy |
24
+14
| +140% | +$518 | ﹤0.01% | 4568 |
|
|
2018
Q2 | $35K | Buy |
+10
| New | +$343 | ﹤0.01% | 5419 |
|
|
2018
Q1 | – | Sell |
-45
| Closed | -$6K | – | 6973 |
|
|
2017
Q4 | $6K | Sell |
45
-43
| -49% | -$1.57K | ﹤0.01% | 4388 |
|
|
2017
Q3 | $1K | Buy |
+88
| New | +$2.95K | ﹤0.01% | 5603 |
|
|
2017
Q2 | – | Sell |
-6
| Closed | -$1K | – | 6885 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$184 | ﹤0.01% | 5827 |
|
|
2016
Q3 | – | Sell |
-17
| Closed | -$2K | – | 6547 |
|
|
2016
Q2 | $2K | Buy |
+17
| New | +$554 | ﹤0.01% | 5043 |
|
Other funds holding WTRG
VPM
VCM
Simplex Trading's WTRG Position: Q1 2026 in Review
Simplex Trading opened a new position in Essential Utilities (WTRG) in Q1 2026: 109 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #7973 among its holdings. This is a return to the name: Simplex Trading previously reported a position in WTRG as recently as Q3 2025.
Simplex Trading first reported a position in WTRG in Q2 2015 and has held it in 22 quarters since. The position peaked at $1.01M in Q3 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Simplex Trading held 109 shares of Essential Utilities worth $4.39K as of Q1 2026.
- Essential Utilities was a new Simplex Trading position in Q1 2026.
- Essential Utilities made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7973 holding.
- Simplex Trading first reported a position in Essential Utilities in Q2 2015 and has held it in 22 quarters since.
- Simplex Trading's Essential Utilities position peaked at $1.01M in Q3 2023.
- 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.