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Whipplewood Advisors’s Essential Utilities WTRG Stock Holding History

Whipplewood Advisors’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
Q3 		– Sell
-8
Closed -$297 – 1170
2025
Q2 		$297 Buy
8
+4
+100% +$156 ﹤0.01% 1154
2025
Q1 		$316 Sell
4
-4
-50% -$147 ﹤0.01% 1168
2024
Q4 		$291 Buy
+8
New +$310 ﹤0.01% 1150

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whipplewood Advisors's WTRG Position: Q3 2025 in Review

Whipplewood Advisors sold out of Essential Utilities (WTRG) in Q3 2025, closing a stake of 8 shares — an estimated $297 sold.

Whipplewood Advisors first reported a position in WTRG in Q4 2024 and held it in 3 quarters. The position peaked at $316 in Q1 2025. 679 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • Whipplewood Advisors reported no remaining Essential Utilities position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 8 Essential Utilities shares in Q3 2025, an estimated $297.
  • Whipplewood Advisors first reported a position in Essential Utilities in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Essential Utilities position peaked at $316 in Q1 2025.
  • 679 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.