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Susquehanna Fundamental Investments’s Essential Utilities WTRG Stock Holding History

Susquehanna Fundamental Investments’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
Q1 		– Sell
-66,216
Closed -$2.4M – 1248
2024
Q4 		$2.4M Buy
+66,216
New +$2.57M 0.03% 478
2024
Q2 		$3.14M Sell
84,127
-75,736
-47% -$2.81M 0.07% 315
2024
Q1 		$5.92M Buy
+159,863
New +$5.8M 0.28% 87
2023
Q4 		– Sell
-51,820
Closed -$1.78M – 340
2023
Q3 		$1.78M Hold
51,820
– – 0.12% 148
2023
Q2 		$2.07M Hold
51,820
– – 0.08% 242
2023
Q1 		$2.26M Sell
51,820
-72,803
-58% -$3.28M 0.05% 344
2022
Q4 		$5.95M Buy
124,623
+66,958
+116% +$3.03M 0.1% 255
2022
Q3 		$2.39M Buy
+57,665
New +$2.79M 0.04% 523
2022
Q1 		$3.48M Sell
68,055
-525
-0.8% -$25.3K 0.07% 394
2021
Q4 		$3.68M Buy
68,580
+58,280
+566% +$2.83M 0.1% 268
2021
Q3 		$475K Sell
10,300
-65,016
-86% -$3.15M 0.01% 1235
2021
Q2 		$3.44M Sell
75,316
-8,810
-10% -$413K 0.06% 419
2021
Q1 		$3.77M Buy
84,126
+3,156
+4% +$143K 0.06% 423
2020
Q4 		$3.83M Sell
80,970
-91,686
-53% -$4.07M 0.07% 408
2020
Q3 		$6.95M Buy
172,656
+86,156
+100% +$3.7M 0.21% 113
2020
Q2 		$3.65M Buy
+86,500
New +$3.65M 0.17% 144
2020
Q1 		– Sell
-62,883
Closed -$2.95M – 423
2019
Q4 		$2.95M Hold
62,883
– – 0.39% 83
2019
Q3 		$2.82M Hold
62,883
– – 0.34% 92
2019
Q2 		$2.6M Hold
62,883
– – 0.3% 104
2019
Q1 		$2.29M Buy
+62,883
New +$2.22M 0.26% 126
2018
Q4 		– Sell
-13,293
Closed -$491K – 405
2018
Q3 		$491K Buy
+13,293
New +$492K 0.08% 234
2018
Q2 		– Sell
-25,900
Closed -$882K – 497
2018
Q1 		$882K Buy
+25,900
New +$902K 0.1% 272

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna Fundamental Investments's WTRG Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 66,216 shares — an estimated $2.4M sold.

Susquehanna Fundamental Investments first reported a position in WTRG in Q1 2018 and held it in 22 quarters. The position peaked at $6.95M in Q3 2020. 679 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

  • Susquehanna Fundamental Investments reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 66,216 Essential Utilities shares in Q1 2025, an estimated $2.4M.
  • Susquehanna Fundamental Investments first reported a position in Essential Utilities in Q1 2018 and held it in 22 quarters.
  • Susquehanna Fundamental Investments's Essential Utilities position peaked at $6.95M in Q3 2020.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.