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Stanley-Laman Group’s Essential Utilities WTRG Stock Holding History

Stanley-Laman Group’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
-6,144
Closed -$228K – 324
2025
Q2 		$228K Buy
6,144
+1,016
+20% +$39.6K 0.03% 269
2025
Q1 		$203K Buy
+5,128
New +$188K 0.03% 273
2020
Q1 		– Sell
-31,655
Closed -$1.49M – 331
2019
Q4 		$1.49M Sell
31,655
-234
-0.7% -$10.5K 0.35% 85
2019
Q3 		$1.43M Sell
31,889
-2,998
-9% -$129K 0.35% 81
2019
Q2 		$1.44M Buy
34,887
+1,069
+3% +$41.6K 0.35% 81
2019
Q1 		$1.23M Buy
33,818
+1,464
+5% +$51.6K 0.3% 98
2018
Q4 		$1.11M Buy
32,354
+996
+3% +$34.5K 0.31% 97
2018
Q3 		$1.16M Buy
31,358
+414
+1% +$15.3K 0.28% 106
2018
Q2 		$1.09M Buy
30,944
+1,969
+7% +$67.5K 0.24% 118
2018
Q1 		$987K Buy
28,975
+1,962
+7% +$68.3K 0.22% 121
2017
Q4 		$1.06M Sell
27,013
-1,023
-4% -$37.3K 0.23% 120
2017
Q3 		$931K Buy
28,036
+1,781
+7% +$59.7K 0.25% 102
2017
Q2 		$874K Buy
26,255
+255
+1% +$8.36K 0.24% 93
2017
Q1 		$836K Sell
26,000
-655
-2% -$20.1K 0.23% 110
2016
Q4 		$801K Buy
+26,655
New +$795K 0.25% 129

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

Stanley-Laman Group's WTRG Position: Q3 2025 in Review

Stanley-Laman Group sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 6,144 shares — an estimated $228K sold.

Stanley-Laman Group first reported a position in WTRG in Q4 2016 and held it in 15 quarters. The position peaked at $1.49M in Q4 2019. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Stanley-Laman Group reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
  • Stanley-Laman Group sold 6,144 Essential Utilities shares in Q3 2025, an estimated $228K.
  • Stanley-Laman Group first reported a position in Essential Utilities in Q4 2016 and held it in 15 quarters.
  • Stanley-Laman Group's Essential Utilities position peaked at $1.49M in Q4 2019.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Stanley-Laman Group's 13F filing for Q3 2025, filed 22 Oct 2025.