Charter Research & Investment Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Hold	5,930	–	–	0.16%	78
2025 Q1	$234K	Hold	5,930	–	–	0.18%	77
2024 Q4	$215K	Hold	5,930	–	–	0.16%	77
2024 Q3	$229K	Hold	5,930	–	–	0.17%	78
2024 Q2	$221K	Hold	5,930	–	–	0.17%	75
2024 Q1	$220K	Hold	5,930	–	–	0.17%	79
2023 Q4	$221K	Hold	5,930	–	–	0.18%	75
2023 Q3	$204K	Hold	5,930	–	–	0.18%	73
2023 Q2	$237K	Hold	5,930	–	–	0.2%	71
2023 Q1	$259K	Hold	5,930	–	–	0.23%	67
2022 Q4	$283K	Hold	5,930	–	–	0.27%	63
2022 Q3	$245K	Hold	5,930	–	–	0.25%	68
2022 Q2	$272K	Hold	5,930	–	–	0.25%	68
2022 Q1	$303K	Hold	5,930	–	–	0.25%	68
2021 Q4	$318K	Hold	5,930	–	–	0.25%	68
2021 Q3	$273K	Hold	5,930	–	–	0.23%	71
2021 Q2	$271K	Hold	5,930	–	–	0.22%	72
2021 Q1	$265K	Hold	5,930	–	–	0.23%	71
2020 Q4	$280K	Hold	5,930	–	–	0.27%	68
2020 Q3	$239K	Hold	5,930	–	–	0.26%	65
2020 Q2	$250K	Hold	5,930	–	–	0.29%	68
2020 Q1	$241K	Hold	5,930	–	–	0.32%	67
2019 Q4	$278K	Hold	5,930	–	–	0.28%	69
2019 Q3	$266K	Hold	5,930	–	–	0.29%	70
2019 Q2	$245K	Hold	5,930	–	–	0.27%	73
2019 Q1	$216K	Hold	5,930	–	–	0.24%	80
2018 Q4	$203K	Hold	5,930	–	–	0.26%	75
2018 Q3	$219K	Hold	5,930	–	–	0.24%	75
2018 Q2	$209K	Hold	5,930	–	–	0.24%	74
2018 Q1	$202K	Hold	5,930	–	–	0.24%	72
2017 Q4	$233K	Buy	+5,930	New	+$233K	0.26%	69
2016 Q3	–	Sell	-6,150	Closed	-$219K	–	73
2016 Q2	$219K	Buy	+6,150	New	+$219K	0.25%	68