Westerkirk Capital’s Essential Utilities WTRG Stock Holding History

Westerkirk Capital’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	-15,900	Closed	-$634K	–	256
2025 Q3	$634K	Hold	15,900	–	–	0.07%	176
2025 Q2	$591K	Buy	+15,900	New	+$619K	0.07%	178

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Westerkirk Capital's WTRG Position: Q4 2025 in Review

Westerkirk Capital sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 15,900 shares — an estimated $634K sold.

Westerkirk Capital first reported a position in WTRG in Q2 2025 and held it in 2 quarters. The position peaked at $634K in Q3 2025. 692 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

Westerkirk Capital reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
Westerkirk Capital sold 15,900 Essential Utilities shares in Q4 2025, an estimated $634K.
Westerkirk Capital first reported a position in Essential Utilities in Q2 2025 and held it in 2 quarters.
Westerkirk Capital's Essential Utilities position peaked at $634K in Q3 2025.
692 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Westerkirk Capital's 13F filing for Q4 2025, filed 11 Feb 2026.