Wellington Management Group
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Wellington Management Group’s Essential Utilities WTRG Stock Holding History

Wellington Management Group’s Portfolio WTRG Stock Details WTRG Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$19.2M Buy
2023
Q2 		– Sell
2023
Q1 		$744K Buy
2022
Q3 		– Sell
2022
Q2 		$8.18M Buy
2022
Q1 		$6.3M Buy
2021
Q3 		– Sell
2021
Q2 		$483K Buy
2013
Q3 		– Sell
2013
Q2 		$213K Buy