WWP
WTRG icon

WR Wealth Planners’s Essential Utilities WTRG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.82K Hold
50
– – ﹤0.01% 869
2024
Q3 		$1.93K Hold
50
– – ﹤0.01% 917
2024
Q2 		$1.87K Hold
50
– – ﹤0.01% 903
2024
Q1 		$1.85K Buy
+50
New +$1.81K ﹤0.01% 887
2023
Q4 		– Sell
-106
Closed -$3.64K – 866
2023
Q3 		$3.64K Buy
106
+56
+112% +$2.17K ﹤0.01% 715
2023
Q2 		$2K Hold
50
– – ﹤0.01% 774
2023
Q1 		$2.18K Buy
+50
New +$2.26K ﹤0.01% 764

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's WTRG Position: Q4 2024 in Review

WR Wealth Planners held its Essential Utilities (WTRG) position steady in Q4 2024 at 50 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

WR Wealth Planners first reported a position in WTRG in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.64K in Q3 2023. 622 funds tracked by Wall St. Rank hold WTRG as of Q4 2024.

  • WR Wealth Planners held 50 shares of Essential Utilities worth $1.82K as of Q4 2024.
  • WR Wealth Planners left its Essential Utilities share count unchanged in Q4 2024.
  • Essential Utilities made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #869 holding.
  • WR Wealth Planners first reported a position in Essential Utilities in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Essential Utilities position peaked at $3.64K in Q3 2023.
  • 622 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.