AB
WTRG icon

Amalgamated Bank’s Essential Utilities WTRG Stock Holding History

Amalgamated Bank’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.83M Sell
126,216
-2,784
-2% -$106K 0.03% 453
2026
Q1 		$5.2M Buy
129,000
+4,215
+3% +$166K 0.04% 410
2025
Q4 		$4.79M Sell
124,785
-3,481
-3% -$137K 0.03% 434
2025
Q3 		$5.12M Buy
128,266
+9,753
+8% +$372K 0.04% 404
2025
Q2 		$4.4M Buy
118,513
+2,681
+2% +$104K 0.03% 443
2025
Q1 		$4.58M Sell
115,832
-4,842
-4% -$178K 0.04% 399
2024
Q4 		$4.38M Buy
120,674
+633
+0.5% +$24.6K 0.04% 441
2024
Q3 		$4.63M Sell
120,041
-21,545
-15% -$847K 0.04% 417
2024
Q2 		$5.29M Buy
141,586
+4,439
+3% +$165K 0.05% 388
2024
Q1 		$5.08M Sell
137,147
-19,041
-12% -$690K 0.04% 446
2023
Q4 		$5.83M Sell
156,188
-49
-0% -$1.71K 0.05% 392
2023
Q3 		$5.36M Sell
156,237
-1,837
-1% -$71.2K 0.05% 402
2023
Q2 		$6.31M Sell
158,074
-4,727
-3% -$198K 0.05% 335
2023
Q1 		$7.11M Sell
162,801
-11,046
-6% -$498K 0.06% 294
2022
Q4 		$8.3M Sell
173,847
-1,122
-0.6% -$50.8K 0.07% 246
2022
Q3 		$7.24M Buy
174,969
+8,643
+5% +$419K 0.07% 258
2022
Q2 		$7.63M Buy
166,326
+6,567
+4% +$305K 0.07% 243
2022
Q1 		$8.17M Sell
159,759
-6,012
-4% -$290K 0.06% 268
2021
Q4 		$8.9M Buy
165,771
+6,189
+4% +$301K 0.07% 263
2021
Q3 		$7.35M Sell
159,582
-16,443
-9% -$796K 0.06% 304
2021
Q2 		$8.04M Buy
176,025
+148,117
+531% +$6.95M 0.06% 296
2021
Q1 		$1.25M Sell
27,908
-1,855
-6% -$83.8K 0.05% 433
2020
Q4 		$1.41M Buy
29,763
+77
+0.3% +$3.42K 0.05% 371
2020
Q3 		$1.2M Sell
29,686
-122
-0.4% -$5.24K 0.05% 369
2020
Q2 		$1.26M Sell
29,808
-19,030
-39% -$804K 0.06% 322
2020
Q1 		$1.99M Sell
48,838
-1,004
-2% -$47.4K 0.05% 354
2019
Q4 		$2.34M Buy
49,842
+5,311
+12% +$239K 0.04% 422
2019
Q3 		$2M Sell
44,531
-804
-2% -$34.5K 0.04% 439
2019
Q2 		$1.88M Buy
45,335
+9,643
+27% +$375K 0.04% 433
2019
Q1 		$1.3M Buy
35,692
+775
+2% +$27.3K 0.03% 599
2018
Q4 		$1.19M Sell
34,917
-563
-2% -$19.5K 0.03% 570
2018
Q3 		$1.31M Sell
35,480
-143
-0.4% -$5.29K 0.03% 545
2018
Q2 		$1.25M Buy
35,623
+28
+0.1% +$959 0.03% 638
2018
Q1 		$1.21M Sell
35,595
-358
-1% -$12.5K 0.03% 606
2017
Q4 		$1.41M Buy
35,953
+2,026
+6% +$73.9K 0.04% 543
2017
Q3 		$1.13M Sell
33,927
-1,035
-3% -$34.7K 0.04% 592
2017
Q2 		$1.16M Buy
34,962
+6,819
+24% +$224K 0.04% 557
2017
Q1 		$905K Buy
28,143
+828
+3% +$25.4K 0.05% 487
2016
Q4 		$821K Buy
27,315
+3,194
+13% +$95.3K 0.04% 588
2016
Q3 		$735K Buy
24,121
+1
+0% +$32 0.04% 527
2016
Q2 		$787K Buy
24,120
+2,704
+13% +$88K 0.05% 491
2016
Q1 		$681K Buy
21,416
+1,847
+9% +$57.2K 0.07% 362
2015
Q4 		$583K Sell
19,569
-1,289
-6% -$37.1K 0.07% 371
2015
Q3 		$552K Buy
20,858
+196
+0.9% +$5.02K 0.06% 450
2015
Q2 		$506K Buy
+20,662
New +$542K 0.05% 559
2014
Q2 		– Sell
-18,626
Closed -$467K – 915
2014
Q1 		$467K Sell
18,626
-136
-0.7% -$3.28K 0.08% 348
2013
Q4 		$443K Buy
18,762
+4,752
+34% +$116K 0.08% 362
2013
Q3 		$346K Buy
+14,010
New +$357K 0.11% 200

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Amalgamated Bank's WTRG Position: Q2 2026 in Review

Amalgamated Bank reduced its Essential Utilities (WTRG) stake by 2.2% in Q2 2026, selling an estimated $106K and leaving 126,216 shares worth $4.83M. The position accounts for 0.03% of the portfolio, ranked #453.

Amalgamated Bank first reported a position in WTRG in Q3 2013 and has held it in 48 quarters since. The position peaked at $8.9M in Q4 2021. 358 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Amalgamated Bank held 126,216 shares of Essential Utilities worth $4.83M as of Q2 2026.
  • Amalgamated Bank sold 2,784 Essential Utilities shares in Q2 2026, an estimated $106K.
  • Essential Utilities made up 0.03% of Amalgamated Bank's portfolio in Q2 2026, its #453 holding.
  • Amalgamated Bank first reported a position in Essential Utilities in Q3 2013 and has held it in 48 quarters since.
  • Amalgamated Bank's Essential Utilities position peaked at $8.9M in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.