BTW
Boston Trust Walden’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.5M | Buy |
2,544,883
+68,072
| +3% | +$2.53M | 0.67% | 42 |
|
|
2025
Q1 | $97.9M | Buy |
2,476,811
+349,904
| +16% | +$13.8M | 0.72% | 38 |
|
|
2024
Q4 | $77.2M | Buy |
2,126,907
+164,215
| +8% | +$5.96M | 0.54% | 58 |
|
|
2024
Q3 | $75.7M | Buy |
1,962,692
+1,059,320
| +117% | +$40.9M | 0.53% | 62 |
|
|
2024
Q2 | $33.7M | Buy |
903,372
+702,760
| +350% | +$26.2M | 0.25% | 140 |
|
|
2024
Q1 | $7.43M | Buy |
200,612
+2,440
| +1% | +$90.4K | 0.05% | 212 |
|
|
2023
Q4 | $7.4M | Buy |
198,172
+35,679
| +22% | +$1.33M | 0.06% | 207 |
|
|
2023
Q3 | $5.58M | Buy |
+162,493
| New | +$5.58M | 0.05% | 221 |
|