SEC 13F Intelligence

44 Wealth Management LLC / WTRG

44 Wealth Management LLC’s Essential Utils Inc Position

Does 44 Wealth Management LLC own Essential Utils Inc (WTRG)? Not currently — the last reported position was 117.4K shares worth $5M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q3 2021
Shares
117.4K
% of Portfolio
+2.07%
Quarters Held
2
position exited

Position History WTRG

Reported value by quarter
Q2 ’21: $5MQ2 ’21Q3 ’21: $5MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021117.4K$5M+2.07%
Q2 2021116.3K$5M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 44 Wealth Management LLC’s full portfolio or all institutional holders of WTRG.