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Tandem Investment Advisors’s Essential Utilities WTRG Stock Holding History

Tandem Investment 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
2025
Q4 		– Sell
-948,863
Closed -$37.9M – 88
2025
Q3 		$37.9M Sell
948,863
-1,121,299
-54% -$42.7M 1.29% 31
2025
Q2 		$76.9M Buy
2,070,162
+25,102
+1% +$978K 2.69% 20
2025
Q1 		$80.8M Buy
2,045,060
+18,353
+0.9% +$674K 2.82% 19
2024
Q4 		$73.6M Sell
2,026,707
-7,790
-0.4% -$302K 2.79% 21
2024
Q3 		$78.5M Buy
2,034,497
+10,560
+0.5% +$415K 2.97% 19
2024
Q2 		$75.6M Buy
2,023,937
+13,557
+0.7% +$503K 3.01% 16
2024
Q1 		$74.5M Buy
2,010,380
+144,030
+8% +$5.22M 2.88% 16
2023
Q4 		$69.7M Sell
1,866,350
-100,337
-5% -$3.5M 2.79% 16
2023
Q3 		$67.5M Buy
1,966,687
+67,465
+4% +$2.61M 2.85% 14
2023
Q2 		$75.8M Buy
1,899,222
+138,796
+8% +$5.82M 3.33% 10
2023
Q1 		$76.8M Buy
1,760,426
+208,505
+13% +$9.41M 3.68% 6
2022
Q4 		$74.1M Buy
1,551,921
+51,507
+3% +$2.33M 3.82% 6
2022
Q3 		$62.1M Buy
1,500,414
+130,425
+10% +$6.32M 3.54% 7
2022
Q2 		$62.8M Buy
1,369,989
+239,450
+21% +$11.1M 3.7% 6
2022
Q1 		$57.8M Buy
1,130,539
+80,685
+8% +$3.89M 3.54% 12
2021
Q4 		$56.4M Buy
1,049,854
+32,613
+3% +$1.58M 3.66% 10
2021
Q3 		$46.9M Buy
1,017,241
+62,489
+7% +$3.03M 3.84% 11
2021
Q2 		$43.6M Buy
954,752
+68,370
+8% +$3.21M 3.73% 11
2021
Q1 		$39.7M Buy
886,382
+100,349
+13% +$4.53M 3.81% 12
2020
Q4 		$37.2M Buy
786,033
+88,049
+13% +$3.91M 3.99% 8
2020
Q3 		$28.1M Buy
697,984
+92,283
+15% +$3.96M 3.44% 14
2020
Q2 		$25.6M Buy
605,701
+262,591
+77% +$11.1M 3.45% 13
2020
Q1 		$14M Buy
+343,110
New +$16.2M 2.07% 27

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tandem Investment Advisors's WTRG Position: Q4 2025 in Review

Tandem Investment Advisors sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 948,863 shares — an estimated $37.9M sold.

Tandem Investment Advisors first reported a position in WTRG in Q1 2020 and held it in 23 quarters. The position peaked at $80.8M in Q1 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Tandem Investment Advisors reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Tandem Investment Advisors sold 948,863 Essential Utilities shares in Q4 2025, an estimated $37.9M.
  • Tandem Investment Advisors first reported a position in Essential Utilities in Q1 2020 and held it in 23 quarters.
  • Tandem Investment Advisors's Essential Utilities position peaked at $80.8M in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Tandem Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.