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 | $12.1K | Sell |
300
-500
| -63% | -$19.7K | ﹤0.01% | 7183 |
|
|
2025
Q4 | $30.7K | Sell |
800
-14,200
| -95% | -$559K | ﹤0.01% | 6091 |
|
|
2025
Q3 | $598K | Buy |
15,000
+6,100
| +69% | +$233K | ﹤0.01% | 3608 |
|
|
2025
Q2 | $330K | Buy |
8,900
+8,700
| +4,350% | +$339K | ﹤0.01% | 3963 |
|
|
2025
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 7381 |
|
|
2024
Q4 | $7K | Sell |
200
-3,500
| -95% | -$136K | ﹤0.01% | 7462 |
|
|
2024
Q3 | $142K | Buy |
3,700
+500
| +16% | +$19.6K | ﹤0.01% | 4874 |
|
|
2024
Q2 | $119K | Sell |
3,200
-3,000
| -48% | -$111K | ﹤0.01% | 5200 |
|
|
2024
Q1 | $229K | Sell |
6,200
-116,300
| -95% | -$4.22M | ﹤0.01% | 4698 |
|
|
2023
Q4 | $4.58M | Sell |
122,500
-3,100
| -2% | -$108K | ﹤0.01% | 1643 |
|
|
2023
Q3 | $4.31M | Buy |
125,600
+123,700
| +6,511% | +$4.79M | ﹤0.01% | 1461 |
|
|
2023
Q2 | $75K | Sell |
1,900
-1,800
| -49% | -$75.5K | ﹤0.01% | 5418 |
|
|
2023
Q1 | $161K | Sell |
3,700
-2,100
| -36% | -$94.7K | ﹤0.01% | 4583 |
|
|
2022
Q4 | $276K | Buy |
5,800
+3,000
| +107% | +$136K | ﹤0.01% | 3845 |
|
|
2022
Q3 | $115K | Hold |
2,800
| – | – | ﹤0.01% | 5329 |
|
|
2022
Q2 | $128K | Buy |
2,800
+1,600
| +133% | +$74.3K | ﹤0.01% | 5228 |
|
|
2022
Q1 | $61K | Sell |
1,200
-500
| -29% | -$24.1K | ﹤0.01% | 6864 |
|
|
2021
Q4 | $91K | Sell |
1,700
-4,200
| -71% | -$204K | ﹤0.01% | 6414 |
|
|
2021
Q3 | $274K | Hold |
5,900
| – | – | ﹤0.01% | 5066 |
|
|
2021
Q2 | $269K | Buy |
5,900
+5,830
| +8,329% | +$274K | ﹤0.01% | 5171 |
|
|
2021
Q1 | $313K | Sell |
70
-20
| -22% | -$903 | ﹤0.01% | 4100 |
|
|
2020
Q4 | $425K | Buy |
90
+55
| +157% | +$2.44K | ﹤0.01% | 3633 |
|
|
2020
Q3 | $140K | Buy |
35
+7
| +25% | +$301 | ﹤0.01% | 4546 |
|
|
2020
Q2 | $118K | Buy |
28
+3
| +12% | +$127 | ﹤0.01% | 4630 |
|
|
2020
Q1 | $101K | Sell |
25
-11
| -31% | -$519 | ﹤0.01% | 4369 |
|
|
2019
Q4 | $168K | Buy |
36
+6
| +20% | +$270 | ﹤0.01% | 3943 |
|
|
2019
Q3 | $134K | Buy |
30
+27
| +900% | +$1.16K | ﹤0.01% | 3992 |
|
|
2019
Q2 | $12K | Sell |
3
-13
| -81% | -$506 | ﹤0.01% | 6017 |
|
|
2019
Q1 | $58K | Sell |
16
-5
| -24% | -$176 | ﹤0.01% | 4893 |
|
|
2018
Q4 | $71K | Buy |
21
+17
| +425% | +$590 | ﹤0.01% | 4192 |
|
|
2018
Q3 | $14K | Sell |
4
-245
| -98% | -$9.06K | ﹤0.01% | 6244 |
|
|
2018
Q2 | $875K | Sell |
249
-1
| -0.4% | -$34 | ﹤0.01% | 1920 |
|
|
2018
Q1 | $50K | Buy |
250
+238
| +1,983% | +$8.29K | ﹤0.01% | 2449 |
|
|
2017
Q4 | $6K | Buy |
+12
| New | +$438 | ﹤0.01% | 4389 |
|
|
2017
Q1 | – | Sell |
-14
| Closed | -$1K | – | 6868 |
|
|
2016
Q4 | $1K | Buy |
+14
| New | +$418 | ﹤0.01% | 5544 |
|
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.