VWM
WTRG icon

Valley Wealth Managers’s Essential Utilities WTRG Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-33
Closed -$1.3K – 385
2025
Q1 		$1.3K Hold
33
– – ﹤0.01% 330
2024
Q4 		$1.2K Hold
33
– – ﹤0.01% 362
2024
Q3 		$1.27K Buy
+33
New +$1.3K ﹤0.01% 362
2022
Q4 		– Sell
-44
Closed -$1.99K – 469
2022
Q3 		$2K Hold
44
– – ﹤0.01% 384
2022
Q2 		$2K Buy
+44
New +$2.04K ﹤0.01% 396

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valley Wealth Managers's WTRG Position: Q2 2025 in Review

Valley Wealth Managers sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 33 shares — an estimated $1.3K sold.

Valley Wealth Managers first reported a position in WTRG in Q2 2022 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Valley Wealth Managers reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 33 Essential Utilities shares in Q2 2025, an estimated $1.3K.
  • Valley Wealth Managers first reported a position in Essential Utilities in Q2 2022 and held it in 5 quarters.
  • Valley Wealth Managers's Essential Utilities position peaked at $2K in Q3 2022.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.