State of Wisconsin Investment Board’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
141,908
-5,111
| -3% | -$190K | 0.01% | 910 |
|
|
2025
Q1 | $5.81M | Buy |
147,019
+336
| +0.2% | +$13.3K | 0.02% | 863 |
|
|
2024
Q4 | $5.33M | Hold |
146,683
| – | – | 0.01% | 920 |
|
|
2024
Q3 | $5.66M | Buy |
146,683
+8,974
| +7% | +$346K | 0.01% | 903 |
|
|
2024
Q2 | $5.14M | Sell |
137,709
-679
| -0.5% | -$25.3K | 0.01% | 906 |
|
|
2024
Q1 | $5.13M | Buy |
138,388
+8,795
| +7% | +$326K | 0.01% | 938 |
|
|
2023
Q4 | $4.84M | Sell |
129,593
-48,454
| -27% | -$1.81M | 0.01% | 990 |
|
|
2023
Q3 | $6.11M | Sell |
178,047
-18,860
| -10% | -$647K | 0.02% | 820 |
|
|
2023
Q2 | $7.86M | Sell |
196,907
-1,300
| -0.7% | -$51.9K | 0.02% | 725 |
|
|
2023
Q1 | $8.65M | Sell |
198,207
-2,626
| -1% | -$115K | 0.03% | 653 |
|
|
2022
Q4 | $9.59M | Buy |
200,833
+59,169
| +42% | +$2.82M | 0.03% | 595 |
|
|
2022
Q3 | $5.86M | Sell |
141,664
-26,693
| -16% | -$1.1M | 0.02% | 852 |
|
|
2022
Q2 | $7.72M | Sell |
168,357
-10,583
| -6% | -$485K | 0.02% | 767 |
|
|
2022
Q1 | $9.15M | Buy |
178,940
+9,050
| +5% | +$463K | 0.02% | 840 |
|
|
2021
Q4 | $9.12M | Sell |
169,890
-3,601
| -2% | -$193K | 0.02% | 816 |
|
|
2021
Q3 | $7.99M | Buy |
173,491
+9,122
| +6% | +$420K | 0.02% | 854 |
|
|
2021
Q2 | $7.51M | Sell |
164,369
-13,642
| -8% | -$623K | 0.02% | 898 |
|
|
2021
Q1 | $7.97M | Buy |
178,011
+5,653
| +3% | +$253K | 0.02% | 847 |
|
|
2020
Q4 | $8.15M | Sell |
172,358
-11,840
| -6% | -$560K | 0.02% | 767 |
|
|
2020
Q3 | $7.41M | Buy |
184,198
+6,440
| +4% | +$259K | 0.02% | 757 |
|
|
2020
Q2 | $7.51M | Buy |
177,758
+14,570
| +9% | +$615K | 0.02% | 712 |
|
|
2020
Q1 | $6.64M | Sell |
163,188
-19,740
| -11% | -$803K | 0.02% | 653 |
|
|
2019
Q4 | $8.59M | Buy |
182,928
+152,350
| +498% | +$7.15M | 0.02% | 730 |
|
|
2019
Q3 | $1.37M | Sell |
30,578
-241
| -0.8% | -$10.8K | ﹤0.01% | 1081 |
|
|
2019
Q2 | $1.28M | Sell |
30,819
-2,464
| -7% | -$102K | ﹤0.01% | 1082 |
|
|
2019
Q1 | $1.21M | Sell |
33,283
-1,040
| -3% | -$37.9K | ﹤0.01% | 1105 |
|
|
2018
Q4 | $1.17M | Buy |
34,323
+90
| +0.3% | +$3.08K | ﹤0.01% | 1084 |
|
|
2018
Q3 | $1.26M | Sell |
34,233
-674
| -2% | -$24.9K | ﹤0.01% | 1132 |
|
|
2018
Q2 | $1.23M | Sell |
34,907
-784
| -2% | -$27.6K | ﹤0.01% | 1095 |
|
|
2018
Q1 | $1.22M | Sell |
35,691
-818
| -2% | -$27.9K | ﹤0.01% | 1070 |
|
|
2017
Q4 | $1.43M | Buy |
36,509
+298
| +0.8% | +$11.7K | ﹤0.01% | 1026 |
|
|
2017
Q3 | $1.2M | Buy |
36,211
+823
| +2% | +$27.3K | ﹤0.01% | 1045 |
|
|
2017
Q2 | $1.18M | Buy |
35,388
+10
| +0% | +$333 | ﹤0.01% | 1034 |
|
|
2017
Q1 | $1.14M | Sell |
35,378
-61,305
| -63% | -$1.97M | ﹤0.01% | 991 |
|
|
2016
Q4 | $2.9M | Sell |
96,683
-171,447
| -64% | -$5.15M | 0.01% | 900 |
|
|
2016
Q3 | $8.17M | Sell |
268,130
-2,100
| -0.8% | -$64K | 0.03% | 598 |
|
|
2016
Q2 | $9.64M | Sell |
270,230
-7,700
| -3% | -$275K | 0.04% | 518 |
|
|
2016
Q1 | $8.84M | Sell |
277,930
-5,270
| -2% | -$168K | 0.03% | 554 |
|
|
2015
Q4 | $8.44M | Buy |
283,200
+151,024
| +114% | +$4.5M | 0.03% | 570 |
|
|
2015
Q3 | $3.5M | Sell |
132,176
-3,460
| -3% | -$91.6K | 0.01% | 911 |
|
|
2015
Q2 | $3.32M | Buy |
135,636
+1,190
| +0.9% | +$29.1K | 0.01% | 1006 |
|
|
2015
Q1 | $3.54M | Sell |
134,446
-3,680
| -3% | -$97K | 0.01% | 963 |
|
|
2014
Q4 | $3.69M | Buy |
138,126
+7,880
| +6% | +$210K | 0.01% | 944 |
|
|
2014
Q3 | $3.07M | Buy |
130,246
+880
| +0.7% | +$20.7K | 0.01% | 998 |
|
|
2014
Q2 | $3.39M | Buy |
129,366
+3,620
| +3% | +$94.9K | 0.01% | 987 |
|
|
2014
Q1 | $3.15M | Buy |
125,746
+230
| +0.2% | +$5.77K | 0.01% | 980 |
|
|
2013
Q4 | $2.96M | Sell |
125,516
-3,840
| -3% | -$90.6K | 0.01% | 985 |
|
|
2013
Q3 | $3.2M | Sell |
129,356
-9,909
| -7% | -$245K | 0.01% | 937 |
|
|
2013
Q2 | $3.49M | Buy |
+139,265
| New | +$3.49M | 0.01% | 896 |
|