Steward Partners Investment Advisory’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Sell |
35,402
-1,208
| -3% | -$47.5K | 0.01% | 989 |
|
|
2025
Q4 | $1.4M | Sell |
36,610
-4,680
| -11% | -$184K | 0.01% | 921 |
|
|
2025
Q3 | $1.65M | Buy |
41,290
+665
| +2% | +$25.3K | 0.01% | 846 |
|
|
2025
Q2 | $1.51M | Buy |
40,625
+1,188
| +3% | +$46.3K | 0.01% | 819 |
|
|
2025
Q1 | $1.56M | Buy |
39,437
+785
| +2% | +$28.8K | 0.01% | 750 |
|
|
2024
Q4 | $1.4M | Buy |
38,652
+356
| +0.9% | +$13.8K | 0.01% | 748 |
|
|
2024
Q3 | $1.48M | Buy |
38,296
+943
| +3% | +$37.1K | 0.01% | 730 |
|
|
2024
Q2 | $1.39M | Buy |
37,353
+15,456
| +71% | +$573K | 0.01% | 701 |
|
|
2024
Q1 | $811K | Buy |
21,897
+330
| +2% | +$12K | 0.01% | 875 |
|
|
2023
Q4 | $806K | Sell |
21,567
-761
| -3% | -$26.6K | 0.01% | 803 |
|
|
2023
Q3 | $767K | Buy |
22,328
+1
| +0% | +$39 | 0.01% | 769 |
|
|
2023
Q2 | $891K | Buy |
22,327
+351
| +2% | +$14.7K | 0.01% | 728 |
|
|
2023
Q1 | $959K | Buy |
21,976
+679
| +3% | +$30.6K | 0.02% | 707 |
|
|
2022
Q4 | $1.02M | Sell |
21,297
-821
| -4% | -$37.2K | 0.02% | 660 |
|
|
2022
Q3 | $915K | Sell |
22,118
-165
| -0.7% | -$7.99K | 0.02% | 652 |
|
|
2022
Q2 | $1.02M | Sell |
22,283
-294
| -1% | -$13.7K | 0.02% | 626 |
|
|
2022
Q1 | $1.15M | Sell |
22,577
-3,710
| -14% | -$179K | 0.02% | 647 |
|
|
2021
Q4 | $1.41M | Buy |
26,287
+5,798
| +28% | +$282K | 0.02% | 597 |
|
|
2021
Q3 | $944K | Buy |
20,489
+202
| +1% | +$9.79K | 0.02% | 679 |
|
|
2021
Q2 | $927K | Sell |
20,287
-2,546
| -11% | -$119K | 0.02% | 701 |
|
|
2021
Q1 | $1.02M | Buy |
22,833
+2,968
| +15% | +$134K | 0.02% | 637 |
|
|
2020
Q4 | $939K | Buy |
19,865
+1,160
| +6% | +$51.5K | 0.02% | 581 |
|
|
2020
Q3 | $753K | Sell |
18,705
-326
| -2% | -$14K | 0.02% | 564 |
|
|
2020
Q2 | $804K | Buy |
19,031
+181
| +1% | +$7.64K | 0.02% | 508 |
|
|
2020
Q1 | $767K | Buy |
18,850
+37
| +0.2% | +$1.75K | 0.03% | 455 |
|
|
2019
Q4 | $883K | Sell |
18,813
-368
| -2% | -$16.6K | 0.03% | 486 |
|
|
2019
Q3 | $859K | Sell |
19,181
-1,731
| -8% | -$74.3K | 0.03% | 448 |
|
|
2019
Q2 | $865K | Sell |
20,912
-54
| -0.3% | -$2.1K | 0.03% | 419 |
|
|
2019
Q1 | $764K | Sell |
20,966
-66
| -0.3% | -$2.33K | 0.03% | 419 |
|
|
2018
Q4 | $719K | Buy |
21,032
+528
| +3% | +$18.3K | 0.04% | 405 |
|
|
2018
Q3 | $757K | Sell |
20,504
-399
| -2% | -$14.8K | 0.04% | 412 |
|
|
2018
Q2 | $735K | Buy |
20,903
+12,024
| +135% | +$412K | 0.04% | 368 |
|
|
2018
Q1 | $302K | Sell |
8,879
-818
| -8% | -$28.5K | 0.02% | 534 |
|
|
2017
Q4 | $380K | Buy |
9,697
+577
| +6% | +$21K | 0.03% | 412 |
|
|
2017
Q3 | $302K | Sell |
9,120
-216
| -2% | -$7.24K | 0.03% | 374 |
|
|
2017
Q2 | $310K | Buy |
9,336
+486
| +5% | +$15.9K | 0.03% | 341 |
|
|
2017
Q1 | $284K | Buy |
+8,850
| New | +$272K | 0.04% | 276 |
|
Other funds holding WTRG
VPM
VCM
