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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
Q2 		$94.4M Sell
2,463,461
-17,987
-0.7% -$687K 0.72% 33
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Boston Trust Walden's WTRG Position: Q2 2026 in Review

Boston Trust Walden reduced its Essential Utilities (WTRG) stake by 0.72% in Q2 2026, selling an estimated $687K and leaving 2,463,461 shares worth $94.4M. The position accounts for 0.72% of the portfolio, ranked #33.

Boston Trust Walden first reported a position in WTRG in Q3 2023 and has held it in 12 quarters since. The position peaked at $105M in Q3 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Boston Trust Walden held 2,463,461 shares of Essential Utilities worth $94.4M as of Q2 2026.
  • Boston Trust Walden sold 17,987 Essential Utilities shares in Q2 2026, an estimated $687K.
  • Essential Utilities made up 0.72% of Boston Trust Walden's portfolio in Q2 2026, its #33 holding.
  • Boston Trust Walden first reported a position in Essential Utilities in Q3 2023 and has held it in 12 quarters since.
  • Boston Trust Walden's Essential Utilities position peaked at $105M in Q3 2025.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.