Ownership history in Beck Bode, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Beck Bode, LLC reported a position in ESSENTIAL UTILS INC (WTRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Beck Bode, LLC underperformed the S&P 500 by β48.1% annually on this WTRG position. Timing score: 60% (3/5 decisions correct). Average cost basis: $37.88. Maximum drawdown during holding period: β22.7%.
β Significantly underperformed the S&P 500 by 48.1% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $36.16 (2025 Q2) Β· Worst: $39.64 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π Beck Bode, LLC has been actively increasing its WTRG allocation β a bullish signal from insiders.
Currently 3.17% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size