Wolverine Trading
WTRG icon

Wolverine Trading’s Essential Utilities WTRG Stock Holding History

Wolverine Trading’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 		$329K Buy
8,400
+2,300
+38% +$87.7K ﹤0.01% 4250
2025
Q2 		$225K Buy
+6,100
New +$238K ﹤0.01% 3785
2024
Q1 		– Sell
-8,000
Closed -$299K – 5411
2023
Q4 		$299K Sell
8,000
-200
-2% -$6.98K ﹤0.01% 3468
2023
Q3 		$282K Buy
+8,200
New +$318K ﹤0.01% 3361
2022
Q4 		– Sell
-46,600
Closed -$1.97M – 5186
2022
Q3 		$1.97M Buy
+46,600
New +$2.26M ﹤0.01% 1418
2022
Q1 		– Sell
-4,300
Closed -$230K – 6597
2021
Q4 		$230K Sell
4,300
-16,400
-79% -$796K ﹤0.01% 4508
2021
Q3 		$969K Buy
+20,700
New +$1M ﹤0.01% 3031
2021
Q2 		– Sell
-31,200
Closed -$1.38M – 6822
2021
Q1 		$1.38M Sell
31,200
-26,300
-46% -$1.19M ﹤0.01% 2341
2020
Q4 		$2.68M Buy
+57,500
New +$2.55M ﹤0.01% 1475
2020
Q1 		– Sell
-7,600
Closed -$358K – 5410
2019
Q4 		$358K Buy
+7,600
New +$342K ﹤0.01% 3391
2018
Q4 		– Sell
-6,300
Closed -$232K – 5469
2018
Q3 		$232K Buy
6,300
+300
+5% +$11.1K ﹤0.01% 4061
2018
Q2 		$204K Hold
6,000
– – ﹤0.01% 4355
2018
Q1 		$204K Buy
+6,000
New +$209K ﹤0.01% 4355

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wolverine Trading's WTRG Position: Q4 2021 in Review

Wolverine Trading sold out of Essential Utilities (WTRG) in Q4 2021, closing a stake of 6,205 shares — an estimated $301K sold.

Wolverine Trading first reported a position in WTRG in Q4 2017 and held it in 5 quarters. The position peaked at $564K in Q4 2017. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

  • Wolverine Trading reported no remaining Essential Utilities position as of Q4 2021 after selling out during the quarter.
  • Wolverine Trading sold 6,205 Essential Utilities shares in Q4 2021, an estimated $301K.
  • Wolverine Trading first reported a position in Essential Utilities in Q4 2017 and held it in 5 quarters.
  • Wolverine Trading's Essential Utilities position peaked at $564K in Q4 2017.
  • 646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on Wolverine Trading's 13F filing for Q4 2021, filed 14 Feb 2022.