Voloridge Investment Management
WTRG icon

Voloridge Investment Management’s Essential Utilities WTRG Stock Holding History

Voloridge Investment 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
Q2 		– Sell
-10,652
Closed -$421K – 1418
2025
Q1 		$421K Buy
+10,652
New +$391K ﹤0.01% 1102
2024
Q3 		– Sell
-28,315
Closed -$1.06M – 1386
2024
Q2 		$1.06M Sell
28,315
-22,383
-44% -$830K ﹤0.01% 1044
2024
Q1 		$1.88M Sell
50,698
-7,054
-12% -$256K 0.01% 870
2023
Q4 		$2.16M Buy
+57,752
New +$2.02M 0.01% 814
2023
Q3 		– Sell
-68,700
Closed -$2.74M – 1629
2023
Q2 		$2.74M Buy
68,700
+54,067
+369% +$2.27M 0.01% 887
2023
Q1 		$639K Buy
+14,633
New +$660K ﹤0.01% 1193
2022
Q4 		– Sell
-42,141
Closed -$1.74M – 1664
2022
Q3 		$1.74M Buy
42,141
+31,340
+290% +$1.52M 0.01% 1022
2022
Q2 		$495K Sell
10,801
-1,190
-10% -$55.3K ﹤0.01% 1302
2022
Q1 		$613K Sell
11,991
-11,281
-48% -$544K ﹤0.01% 1200
2021
Q4 		$1.25M Buy
+23,272
New +$1.13M 0.01% 1215
2019
Q2 		– Sell
-27,267
Closed -$994K – 1119
2019
Q1 		$994K Buy
+27,267
New +$961K 0.03% 477
2018
Q2 		– Sell
-11,341
Closed -$386K – 631
2018
Q1 		$386K Buy
+11,341
New +$395K 0.01% 433

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

Voloridge Investment Management's WTRG Position: Q2 2025 in Review

Voloridge Investment Management sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 10,652 shares — an estimated $421K sold.

Voloridge Investment Management first reported a position in WTRG in Q1 2018 and held it in 12 quarters. The position peaked at $2.74M in Q2 2023. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Voloridge Investment Management reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 10,652 Essential Utilities shares in Q2 2025, an estimated $421K.
  • Voloridge Investment Management first reported a position in Essential Utilities in Q1 2018 and held it in 12 quarters.
  • Voloridge Investment Management's Essential Utilities position peaked at $2.74M in Q2 2023.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.