SFG
WTRG icon

Steward Financial Group’s Essential Utilities WTRG Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+12
New +$465 ﹤0.01% 1588
2023
Q2 		– Sell
-61
Closed -$2K – 1016
2023
Q1 		$2K Buy
61
+21
+53% +$947 ﹤0.01% 549
2022
Q4 		$1K Buy
+40
New +$1.81K ﹤0.01% 494
2022
Q3 		– Sell
-10
Closed – – 1347
2022
Q2 		$0 Buy
+10
New +$464 ﹤0.01% 1421

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's WTRG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Essential Utilities (WTRG) in Q3 2023: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WTRG as recently as Q1 2023.

Steward Financial Group first reported a position in WTRG in Q2 2022 and has held it in 4 quarters since. The position peaked at $2K in Q1 2023. 581 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Steward Financial Group held 12 shares of Essential Utilities worth $0 as of Q3 2023.
  • Essential Utilities was a new Steward Financial Group position in Q3 2023.
  • Essential Utilities made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1588 holding.
  • Steward Financial Group first reported a position in Essential Utilities in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Essential Utilities position peaked at $2K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.