TwinBeech Capital’s Essential Utilities WTRG Stock Holding History

TwinBeech Capital’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 Q3	–	Sell	-19,035	Closed	-$707K	–	889
2025 Q2	$707K	Buy	19,035 +8,274	+77%	+$322K	0.02%	457
2025 Q1	$425K	Buy	+10,761	New	+$395K	0.01%	588
2024 Q4	–	Sell	-360,298	Closed	-$13.9M	–	967
2024 Q3	$13.9M	Buy	+360,298	New	+$14.2M	0.27%	106
2023 Q3	–	Sell	-90,584	Closed	-$3.62M	–	925
2023 Q2	$3.62M	Sell	90,584 -179,096	-66%	-$7.51M	0.07%	299
2023 Q1	$11.8M	Buy	269,680 +265,178	+5,890%	+$12M	0.24%	134
2022 Q4	$215K	Sell	4,502 -63,429	-93%	-$2.87M	﹤0.01%	652
2022 Q3	$2.81M	Buy	+67,931	New	+$3.29M	0.07%	290
2020 Q4	–	Sell	-18,012	Closed	-$725K	–	645
2020 Q3	$725K	Buy	+18,012	New	+$774K	0.16%	200

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TwinBeech Capital's WTRG Position: Q3 2025 in Review

TwinBeech Capital sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 19,035 shares — an estimated $707K sold.

TwinBeech Capital first reported a position in WTRG in Q3 2020 and held it in 8 quarters. The position peaked at $13.9M in Q3 2024. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

TwinBeech Capital reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 19,035 Essential Utilities shares in Q3 2025, an estimated $707K.
TwinBeech Capital first reported a position in Essential Utilities in Q3 2020 and held it in 8 quarters.
TwinBeech Capital's Essential Utilities position peaked at $13.9M in Q3 2024.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.