Synergy Asset Management’s Essential Utilities WTRG Stock Holding History

Synergy Asset Management’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 Q2	$1.93M	Sell
2025 Q1	$5.09M	Sell
2024 Q4	$5.53M	Buy
2024 Q3	$2.96M	Buy