Verus Wealth Management’s Essential Utilities WTRG Stock Holding History

Verus Wealth 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
2025 Q4	–	Sell	-10,137	Closed	-$404K	–	58
2025 Q3	$404K	Buy	10,137 +86	+0.9%	+$3.28K	0.38%	39
2025 Q2	$373K	Buy	10,051 +84	+0.8%	+$3.27K	0.38%	40
2025 Q1	$394K	Buy	9,967 +20	+0.2%	+$735	0.43%	36
2024 Q4	$361K	Buy	+9,947	New	+$386K	0.41%	37

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

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Verus Wealth Management's WTRG Position: Q4 2025 in Review

Verus Wealth Management sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 10,137 shares — an estimated $404K sold.

Verus Wealth Management first reported a position in WTRG in Q4 2024 and held it in 4 quarters. The position peaked at $404K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

Verus Wealth Management reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
Verus Wealth Management sold 10,137 Essential Utilities shares in Q4 2025, an estimated $404K.
Verus Wealth Management first reported a position in Essential Utilities in Q4 2024 and held it in 4 quarters.
Verus Wealth Management's Essential Utilities position peaked at $404K in Q3 2025.
694 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Verus Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.