Thurston Springer Miller Herd & Titak’s Essential Utilities WTRG Stock Holding History

Thurston Springer Miller Herd & Titak’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
2026 Q2	$20.3K	Buy	530 +5	+1%	+$191	0.01%	679
2026 Q1	$21.2K	Buy	525 +5	+1%	+$197	0.01%	753
2025 Q4	$20K	Buy	+520	New	+$20.5K	0.01%	761
2025 Q3	–	Sell	-511	Closed	-$19K	–	1369
2025 Q2	$19K	Buy	511 +4	+0.8%	+$156	﹤0.01%	959
2025 Q1	$20.1K	Buy	507 +4	+0.8%	+$147	﹤0.01%	877
2024 Q4	$18.3K	Buy	503 +4	+0.8%	+$155	﹤0.01%	753
2024 Q3	$19.3K	Buy	499 +5	+1%	+$197	0.01%	837
2024 Q2	$18.5K	Buy	+494	New	+$18.3K	0.01%	837

Other funds holding WTRG

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return