WTRG β€” ESSENTIAL UTILS INC

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.

πŸ” Peak position
3.19% (2021 Q2)
πŸ“Š Avg. % of fund
2.72%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

Beck Bode, LLC Γ— WTRG AI Analytics

πŸ“‰ Beck Bode, LLC underperformed the S&P 500 by –48.1% annually on this WTRG position. Timing score: 60% (3/5 decisions correct). Average cost basis: $37.88. Maximum drawdown during holding period: –22.7%.

πŸ“ˆ Position Alpha vs SPY
-48.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 48.1% ann.
5 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
3 of 5 add/trim decisions correct

πŸ’° Entry Quality
$37.88
+3.5% vs current ($39.19)

Best entry: $36.16 (2025 Q2)  Β·  Worst: $39.64 (2021 Q2)

πŸ›‘οΈ Drawdown Resilience
–22.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

4 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Beck Bode, LLC has been actively increasing its WTRG allocation β€” a bullish signal from insiders.
Currently 3.17% of portfolio

⚠ 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.

% of Fund (quarterly)    WTRG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 491,864 +4,874 +1.0% 3.17% $19.6M $39.19
2025 Q2 ADDED 486,990 +253,143 +108.3% 3.06% $18.1M $36.16
2023 Q3 REDUCED 233,847 -33,762 -12.6% 2.05% $8.0M $31.48
2022 Q3 ADDED 267,609 +16,400 +6.5% 2.40% $11.1M $36.94
2022 Q2 REDUCED 251,209 -1,901 -0.8% 2.45% $11.5M $40.70
2021 Q2 INITIATED 253,110 β€” β€” 3.19% $11.6M $39.64
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