WTRU — ESSENTIAL UTILS INC
WTRU (ESSENTIAL UTILS INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 9 funds have reported positions historically, with the sum of their latest reported stakes valued at $143.29M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2022 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.63M | $99.82M | 0.04% | Add |
| Bank of America Corp history | 268.05K | $16.40M | 0.00% | Add |
| Invesco Ltd history | 199.08K | $12.18M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 153.99K | $9.42M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 63.50K | $3.90M | 0.00% | Hold |
| Wells Fargo & Co history | 15.68K | $959.00K | 0.00% | Reduce |
| Morgan Stanley history | 5.67K | $352.00K | 0.00% | Add |
| PNC Financial Services history | 3.75K | $229.00K | 0.00% | Add |
Q4 2021 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.61M | $105.03M | 0.04% | Add |
| Invesco Ltd history | 224.08K | $14.61M | 0.00% | Add |
| JPMorgan Chase & Co history | 78.99K | $5.15M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 63.50K | $4.13M | 0.00% | Hold |
| Bank of America Corp history | 37.65K | $2.45M | 0.00% | Add |
| Wells Fargo & Co history | 21.19K | $1.38M | 0.00% | Add |
| Morgan Stanley history | 5.58K | $365.00K | 0.00% | Reduce |
| Citigroup Inc history | 491 | $32.00K | 0.00% | New |
| PNC Financial Services history | 214 | $14.00K | 0.00% | Add |
Q3 2021 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 1.59M | $91.53M | 0.04% | New |
| Invesco Ltd history | 216.18K | $12.41M | 0.00% | New |
| JPMorgan Chase & Co history | 110.15K | $6.32M | 0.00% | New |
| Morgan Stanley history | 76.83K | $4.44M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 63.50K | $3.64M | 0.00% | New |
| Wells Fargo & Co history | 19.90K | $1.14M | 0.00% | New |
| Bank of America Corp history | 10.95K | $629.00K | 0.00% | New |
| PNC Financial Services history | 205 | $12.00K | 0.00% | New |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|
| Franklin Resources | 1.63M | 1.61M | 1.59M |
| Bank of America Corp | 268.05K | 37.65K | 10.95K |
| Invesco Ltd | 199.08K | 224.08K | 216.18K |
| JPMorgan Chase & Co | 153.99K | 78.99K | 110.15K |
| Fidelity Management & Research (FMR) | 63.50K | 63.50K | 63.50K |
| Wells Fargo & Co | 15.68K | 21.19K | 19.90K |
| Morgan Stanley | 5.67K | 5.58K | 76.83K |
| PNC Financial Services | 3.75K | 214 | 205 |
| Citigroup Inc | — | 491 | — |