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Sowell Financial Services’s Essential Utilities WTRG Stock Holding History

Sowell Financial Services’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
-5,923
Closed -$236K – 1174
2025
Q3 		$236K Sell
5,923
-184
-3% -$7.01K 0.01% 919
2025
Q2 		$227K Buy
6,107
+860
+16% +$33.5K 0.01% 905
2025
Q1 		$207K Buy
+5,247
New +$193K 0.01% 919
2023
Q2 		– Sell
-5,310
Closed -$232K – 844
2023
Q1 		$232K Buy
+5,310
New +$240K 0.02% 651
2021
Q2 		– Sell
-15,225
Closed -$705K – 2759
2021
Q1 		$705K Buy
15,225
+1,318
+9% +$59.5K 0.02% 521
2020
Q4 		$658K Sell
13,907
-188
-1% -$8.35K 0.03% 441
2020
Q3 		$567K Buy
14,095
+3,728
+36% +$160K 0.03% 437
2020
Q2 		$438K Buy
10,367
+2,749
+36% +$116K 0.02% 494
2020
Q1 		$310K Buy
7,618
+97
+1% +$4.58K 0.02% 532
2019
Q4 		$353K Buy
7,521
+614
+9% +$27.7K 0.03% 553
2019
Q3 		$310K Buy
+6,907
New +$297K 0.03% 527
2017
Q1 		– Sell
-332
Closed -$10K – 565
2016
Q4 		$10K Buy
+332
New +$9.9K ﹤0.01% 483

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's WTRG Position: Q4 2025 in Review

Sowell Financial Services sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 5,923 shares — an estimated $236K sold.

Sowell Financial Services first reported a position in WTRG in Q4 2016 and held it in 12 quarters. The position peaked at $705K in Q1 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Sowell Financial Services reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 5,923 Essential Utilities shares in Q4 2025, an estimated $236K.
  • Sowell Financial Services first reported a position in Essential Utilities in Q4 2016 and held it in 12 quarters.
  • Sowell Financial Services's Essential Utilities position peaked at $705K in Q1 2021.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.