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Boston Trust Walden’s Essential Utilities WTRG Stock Holding History

Boston Trust Walden’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
Q1 		$99.9M Sell
2,481,448
-77,242
-3% -$3.04M 0.82% 21
2025
Q4 		$98.2M Sell
2,558,690
-66,295
-3% -$2.61M 0.74% 30
2025
Q3 		$105M Buy
2,624,985
+80,102
+3% +$3.05M 0.77% 27
2025
Q2 		$94.5M Buy
2,544,883
+68,072
+3% +$2.65M 0.67% 42
2025
Q1 		$97.9M Buy
2,476,811
+349,904
+16% +$12.9M 0.72% 38
2024
Q4 		$77.2M Buy
2,126,907
+164,215
+8% +$6.37M 0.54% 58
2024
Q3 		$75.7M Buy
1,962,692
+1,059,320
+117% +$41.6M 0.53% 62
2024
Q2 		$33.7M Buy
903,372
+702,760
+350% +$26.1M 0.25% 140
2024
Q1 		$7.43M Buy
200,612
+2,440
+1% +$88.5K 0.05% 212
2023
Q4 		$7.4M Buy
198,172
+35,679
+22% +$1.25M 0.06% 207
2023
Q3 		$5.58M Buy
+162,493
New +$6.3M 0.05% 221

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Boston Trust Walden's WTRG Position: Q1 2026 in Review

Boston Trust Walden reduced its Essential Utilities (WTRG) stake by 3% in Q1 2026, selling an estimated $3.04M and leaving 2,481,448 shares worth $99.9M. The position accounts for 0.82% of the portfolio, ranked #21.

Boston Trust Walden first reported a position in WTRG in Q3 2023 and has held it in 11 quarters since. The position peaked at $105M in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Boston Trust Walden held 2,481,448 shares of Essential Utilities worth $99.9M as of Q1 2026.
  • Boston Trust Walden sold 77,242 Essential Utilities shares in Q1 2026, an estimated $3.04M.
  • Essential Utilities made up 0.82% of Boston Trust Walden's portfolio in Q1 2026, its #21 holding.
  • Boston Trust Walden first reported a position in Essential Utilities in Q3 2023 and has held it in 11 quarters since.
  • Boston Trust Walden's Essential Utilities position peaked at $105M in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.