Charter Research & Investment Group’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
Q1 | $239K | Hold |
5,930
| – | – | 0.16% | 78 |
|
|
2025
Q4 | $227K | Hold |
5,930
| – | – | 0.15% | 77 |
|
|
2025
Q3 | $237K | Hold |
5,930
| – | – | 0.16% | 78 |
|
|
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 | +$216K | 0.26% | 69 |
|
|
2016
Q3 | – | Sell |
-6,150
| Closed | -$219K | – | 73 |
|
|
2016
Q2 | $219K | Buy |
+6,150
| New | +$200K | 0.25% | 68 |
|
Other funds holding WTRG
VPM
VCM
Charter Research & Investment Group's WTRG Position: Q1 2026 in Review
Charter Research & Investment Group held its Essential Utilities (WTRG) position steady in Q1 2026 at 5,930 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #78.
Charter Research & Investment Group first reported a position in WTRG in Q2 2016 and has held it in 35 quarters since. The position peaked at $318K in Q4 2021. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Charter Research & Investment Group held 5,930 shares of Essential Utilities worth $239K as of Q1 2026.
- Charter Research & Investment Group left its Essential Utilities share count unchanged in Q1 2026.
- Essential Utilities made up 0.16% of Charter Research & Investment Group's portfolio in Q1 2026, its #78 holding.
- Charter Research & Investment Group first reported a position in Essential Utilities in Q2 2016 and has held it in 35 quarters since.
- Charter Research & Investment Group's Essential Utilities position peaked at $318K in Q4 2021.
- 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.