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Stratos Wealth Partners’s Essential Utilities WTRG Stock Holding History

Stratos Wealth Partners’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
-5,644
Closed -$210K – 1599
2025
Q2 		$210K Buy
+5,644
New +$220K ﹤0.01% 1318
2022
Q4 		– Sell
-5,763
Closed -$239K – 1189
2022
Q3 		$239K Sell
5,763
-336
-6% -$16.3K 0.01% 956
2022
Q2 		$280K Buy
6,099
+14
+0.2% +$650 0.01% 955
2022
Q1 		$311K Buy
6,085
+7
+0.1% +$338 0.01% 975
2021
Q4 		$326K Sell
6,078
-1,881
-24% -$91.3K 0.01% 974
2021
Q3 		$367K Buy
7,959
+12
+0.2% +$581 0.01% 877
2021
Q2 		$363K Buy
7,947
+1,911
+32% +$89.7K 0.01% 896
2021
Q1 		$270K Sell
6,036
-286
-5% -$12.9K 0.01% 923
2020
Q4 		$299K Sell
6,322
-317
-5% -$14.1K 0.01% 850
2020
Q3 		$267K Sell
6,639
-210
-3% -$9.02K 0.01% 826
2020
Q2 		$289K Sell
6,849
-182
-3% -$7.69K 0.01% 790
2020
Q1 		$286K Sell
7,031
-33
-0.5% -$1.56K 0.01% 706
2019
Q4 		$332K Buy
7,064
+725
+11% +$32.7K 0.01% 713
2019
Q3 		$284K Buy
+6,339
New +$272K 0.01% 745
2018
Q4 		– Sell
-4,838
Closed -$179K – 2522
2018
Q3 		$179K Buy
+4,838
New +$179K 0.01% 883
2018
Q2 		– Sell
-5,245
Closed -$179K – 2608
2018
Q1 		$179K Buy
5,245
+213
+4% +$7.42K 0.01% 951
2017
Q4 		$197K Buy
+5,032
New +$184K 0.01% 887

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stratos Wealth Partners's WTRG Position: Q3 2025 in Review

Stratos Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 5,644 shares — an estimated $210K sold.

Stratos Wealth Partners first reported a position in WTRG in Q4 2017 and held it in 17 quarters. The position peaked at $367K in Q3 2021. 678 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Stratos Wealth Partners reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,644 Essential Utilities shares in Q3 2025, an estimated $210K.
  • Stratos Wealth Partners first reported a position in Essential Utilities in Q4 2017 and held it in 17 quarters.
  • Stratos Wealth Partners's Essential Utilities position peaked at $367K in Q3 2021.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.