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Sutton Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Sutton Wealth Advisors’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 		$2.02K Hold
59
– – ﹤0.01% 719
2023
Q2 		$2.35K Hold
59
– – ﹤0.01% 676
2023
Q1 		$2.58K Sell
59
-464
-89% -$20.9K ﹤0.01% 609
2022
Q4 		$25K Sell
523
-18
-3% -$815 0.01% 604
2022
Q3 		$22.4K Buy
541
+21
+4% +$1.02K 0.01% 624
2022
Q2 		$23.8K Sell
520
-20
-4% -$929 0.01% 613
2022
Q1 		$27.6K Buy
540
+13
+2% +$627 0.01% 605
2021
Q4 		$28.3K Buy
527
+23
+5% +$1.12K 0.01% 603
2021
Q3 		$23.2K Hold
504
– – 0.01% 649
2021
Q2 		$23K Hold
504
– – 0.01% 660
2021
Q1 		$22.6K Hold
504
– – 0.01% 639
2020
Q4 		$23.8K Hold
504
– – 0.01% 561
2020
Q3 		$20.3K Sell
504
-12
-2% -$515 0.01% 540
2020
Q2 		$21.8K Buy
516
+12
+2% +$507 0.01% 508
2020
Q1 		$20.5K Hold
504
– – 0.01% 473
2019
Q4 		$23.7K Hold
504
– – 0.01% 534
2019
Q3 		$22.6K Hold
504
– – 0.01% 542
2019
Q2 		$20.9K Hold
504
– – 0.01% 566
2019
Q1 		$18.4K Buy
504
+37
+8% +$1.3K 0.01% 605
2018
Q4 		$16K Hold
467
– – 0.01% 597
2018
Q3 		$17.2K Sell
467
-246
-35% -$9.1K 0.01% 646
2018
Q2 		$25.1K Hold
713
– – 0.02% 517
2018
Q1 		$24.3K Hold
713
– – 0.02% 495
2017
Q4 		$28K Hold
713
– – 0.02% 440
2017
Q3 		$23.7K Hold
713
– – 0.02% 488
2017
Q2 		$23.7K Hold
713
– – 0.02% 466
2017
Q1 		$22.9K Hold
713
– – 0.02% 469
2016
Q4 		$21.4K Buy
713
+246
+53% +$7.34K 0.02% 466
2016
Q3 		$14.2K Hold
467
– – 0.01% 562
2016
Q2 		$16.7K Hold
467
– – 0.02% 495
2016
Q1 		$14.9K Buy
+467
New +$14.5K 0.01% 510

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 $105B AUM 38.07% 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

Sutton Wealth Advisors's WTRG Position: Q3 2023 in Review

Sutton Wealth Advisors held its Essential Utilities (WTRG) position steady in Q3 2023 at 59 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Sutton Wealth Advisors first reported a position in WTRG in Q1 2016 and has held it in 31 quarters since. The position peaked at $28.3K in Q4 2021. 582 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Sutton Wealth Advisors held 59 shares of Essential Utilities worth $2.02K as of Q3 2023.
  • Sutton Wealth Advisors left its Essential Utilities share count unchanged in Q3 2023.
  • Essential Utilities made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #719 holding.
  • Sutton Wealth Advisors first reported a position in Essential Utilities in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Essential Utilities position peaked at $28.3K in Q4 2021.
  • 582 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.