EDGE MidCap Fund WTRG Holdings History
EDGE MidCap Fund's Essential Utilities Inc Holding Summary
As of 2025-02-28, PRINCIPAL FUNDS INC held 37,274.00 shares of Essential Utilities Inc(WTRG), totaling $1.42 Mil. This investment constitutes 2.06% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0.01% of the outstanding Essential Utilities Inc(WTRG) stock.
The initial trade took place in 2020Q3. And since then EDGE MidCap Fund has made 4 purchases of WTRG, at an average price of $43.15, for a total of 374,840.00 shares. In addition, there have been 9 sales at an average price of $46.07 for 337,566.00 shares. Based on historical transaction data and WTRG's current price of $37.40, EDGE MidCap Fund's estimated gain on his WTRG holdings is $771,591.88, reflecting a 4.77% gain to date.
EDGE MidCap Fund WTRG ($37.40) Holding Chart
EDGE MidCap Fund WTRG ($37.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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