Twin Tree Management
WTRG icon

Twin Tree Management’s Essential Utilities WTRG Stock Holding History

Twin Tree 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
2026
Q1 		– Sell
-92,300
Closed -$3.54M – 1776
2025
Q4 		$3.54M Sell
92,300
-117,600
-56% -$4.63M 0.03% 635
2025
Q3 		$8.38M Sell
209,900
-6,800
-3% -$259K 0.03% 563
2025
Q2 		$8.05M Buy
216,700
+117,500
+118% +$4.58M 0.02% 851
2025
Q1 		$3.92M Buy
+99,200
New +$3.64M 0.01% 980
2020
Q3 		– Sell
-3,100
Closed -$131K – 1626
2020
Q2 		$131K Hold
3,100
– – ﹤0.01% 1267
2020
Q1 		$126K Buy
+3,100
New +$146K ﹤0.01% 1096
2019
Q4 		– Sell
-23,400
Closed -$1.05M – 1509
2019
Q3 		$1.05M Sell
23,400
-9,800
-30% -$421K ﹤0.01% 821
2019
Q2 		$1.37M Buy
+33,200
New +$1.29M 0.01% 739

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Twin Tree Management's WTRG Position: Q3 2023 in Review

Twin Tree Management sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 7,754 shares — an estimated $309K sold.

Twin Tree Management first reported a position in WTRG in Q2 2016 and held it in 7 quarters. The position peaked at $1.07M in Q2 2020. 581 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Twin Tree Management reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • Twin Tree Management sold 7,754 Essential Utilities shares in Q3 2023, an estimated $309K.
  • Twin Tree Management first reported a position in Essential Utilities in Q2 2016 and held it in 7 quarters.
  • Twin Tree Management's Essential Utilities position peaked at $1.07M in Q2 2020.
  • 581 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Twin Tree Management's 13F filing for Q3 2023, filed 14 Nov 2023.