Birch Hill Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $287K | Hold |
7,484
| – | – | 0.01% | 183 |
|
|
2026
Q1 | $301K | Hold |
7,484
| – | – | 0.01% | 169 |
|
|
2025
Q4 | $287K | Hold |
7,484
| – | – | 0.01% | 175 |
|
|
2025
Q3 | $299K | Hold |
7,484
| – | – | 0.01% | 168 |
|
|
2025
Q2 | $278K | Hold |
7,484
| – | – | 0.01% | 172 |
|
|
2025
Q1 | $296K | Sell |
7,484
-360
| -5% | -$13.2K | 0.01% | 164 |
|
|
2024
Q4 | $285K | Hold |
7,844
| – | – | 0.01% | 167 |
|
|
2024
Q3 | $303K | Hold |
7,844
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $293K | Hold |
7,844
| – | – | 0.01% | 152 |
|
|
2024
Q1 | $291K | Sell |
7,844
-409
| -5% | -$14.8K | 0.01% | 149 |
|
|
2023
Q4 | $308K | Hold |
8,253
| – | – | 0.02% | 136 |
|
|
2023
Q3 | $283K | Hold |
8,253
| – | – | 0.02% | 138 |
|
|
2023
Q2 | $329K | Hold |
8,253
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $360K | Hold |
8,253
| – | – | 0.02% | 130 |
|
|
2022
Q4 | $394K | Buy |
8,253
+360
| +5% | +$16.3K | 0.03% | 125 |
|
|
2022
Q3 | $327K | Hold |
7,893
| – | – | 0.02% | 123 |
|
|
2022
Q2 | $362K | Hold |
7,893
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $404K | Sell |
7,893
-818
| -9% | -$39.5K | 0.02% | 128 |
|
|
2021
Q4 | $468K | Buy |
8,711
+2,045
| +31% | +$99.3K | 0.02% | 127 |
|
|
2021
Q3 | $307K | Hold |
6,666
| – | – | 0.02% | 146 |
|
|
2021
Q2 | $305K | Hold |
6,666
| – | – | 0.02% | 140 |
|
|
2021
Q1 | $298K | Hold |
6,666
| – | – | 0.02% | 134 |
|
|
2020
Q4 | $315K | Hold |
6,666
| – | – | 0.02% | 128 |
|
|
2020
Q3 | $268K | Hold |
6,666
| – | – | 0.02% | 128 |
|
|
2020
Q2 | $282K | Hold |
6,666
| – | – | 0.02% | 125 |
|
|
2020
Q1 | $271K | Hold |
6,666
| – | – | 0.02% | 115 |
|
|
2019
Q4 | $313K | Hold |
6,666
| – | – | 0.02% | 124 |
|
|
2019
Q3 | $299K | Hold |
6,666
| – | – | 0.02% | 124 |
|
|
2019
Q2 | $276K | Hold |
6,666
| – | – | 0.02% | 129 |
|
|
2019
Q1 | $243K | Hold |
6,666
| – | – | 0.02% | 132 |
|
|
2018
Q4 | $228K | Hold |
6,666
| – | – | 0.02% | 131 |
|
|
2018
Q3 | $246K | Hold |
6,666
| – | – | 0.02% | 139 |
|
|
2018
Q2 | $235K | Hold |
6,666
| – | – | 0.02% | 132 |
|
|
2018
Q1 | $227K | Hold |
6,666
| – | – | 0.02% | 133 |
|
|
2017
Q4 | $262K | Hold |
6,666
| – | – | 0.02% | 119 |
|
|
2017
Q3 | $221K | Hold |
6,666
| – | – | 0.02% | 123 |
|
|
2017
Q2 | $222K | Hold |
6,666
| – | – | 0.02% | 120 |
|
|
2017
Q1 | $214K | Hold |
6,666
| – | – | 0.02% | 124 |
|
|
2016
Q4 | $200K | Hold |
6,666
| – | – | 0.02% | 125 |
|
|
2016
Q3 | $203K | Hold |
6,666
| – | – | 0.02% | 124 |
|
|
2016
Q2 | $238K | Hold |
6,666
| – | – | 0.02% | 121 |
|
|
2016
Q1 | $212K | Buy |
+6,666
| New | +$206K | 0.02% | 123 |
|
Other funds holding WTRG
BTW
DPIM
AAMU
COPPSERS
Birch Hill Investment Advisors's WTRG Position: Q2 2026 in Review
Birch Hill Investment Advisors held its Essential Utilities (WTRG) position steady in Q2 2026 at 7,484 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #183.
Birch Hill Investment Advisors first reported a position in WTRG in Q1 2016 and has held it in 42 quarters since. The position peaked at $468K in Q4 2021. 291 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Birch Hill Investment Advisors held 7,484 shares of Essential Utilities worth $287K as of Q2 2026.
- Birch Hill Investment Advisors left its Essential Utilities share count unchanged in Q2 2026.
- Essential Utilities made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #183 holding.
- Birch Hill Investment Advisors first reported a position in Essential Utilities in Q1 2016 and has held it in 42 quarters since.
- Birch Hill Investment Advisors's Essential Utilities position peaked at $468K in Q4 2021.
- 291 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.