Univest Financial’s Essential Utilities WTRG Stock Holding History

Univest Financial’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	$209K	Buy
2025 Q2	–	Sell
2025 Q1	$205K	Buy
2023 Q3	–	Sell
2023 Q2	$207K	Hold
2023 Q1	$226K	Hold
2022 Q4	$247K	Hold
2022 Q3	$214K	Hold
2022 Q2	$237K	Sell
2022 Q1	$288K	Hold
2021 Q4	$303K	Hold
2021 Q3	$260K	Hold
2021 Q2	$258K	Hold
2021 Q1	$252K	Hold
2020 Q4	$267K	Hold
2020 Q3	$227K	Hold
2020 Q2	$238K	Hold
2020 Q1	$229K	Buy
2019 Q4	–	Sell
2019 Q3	$253K	Hold
2019 Q2	$233K	Hold
2019 Q1	$205K	Buy
2018 Q4	–	Sell
2018 Q3	$208K	Buy
2018 Q1	–	Sell
2017 Q4	$221K	Buy
2016 Q4	–	Sell
2016 Q3	$358K	Sell
2016 Q2	$455K	Sell
2016 Q1	$437K	Sell
2015 Q4	$425K	Hold
2015 Q3	$377K	Buy
2015 Q2	$301K	Hold
2015 Q1	$323K	Hold
2014 Q4	$328K	Sell
2014 Q3	$359K	Sell
2014 Q2	$532K	Sell
2014 Q1	$693K	Sell
2013 Q4	$746K	Buy