Sterling Capital Management’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
$681K Buy
18,347
+4,348
+31% +$161K 0.01% 776
2025
Q1
$553K Sell
13,999
-925
-6% -$36.6K 0.01% 808
2024
Q4
$542K Buy
14,924
+5,324
+55% +$193K 0.01% 859
2024
Q3
$370K Buy
+9,600
New +$370K ﹤0.01% 1028