Clean Yield Group’s Essential Utilities WTRG Stock Holding History

Clean Yield Group’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	$513K	Hold	12,729	–	–	0.14%	91
2025 Q4	$488K	Hold	12,729	–	–	0.14%	95
2025 Q3	$508K	Hold	12,729	–	–	0.14%	90
2025 Q2	$473K	Hold	12,729	–	–	0.14%	88
2025 Q1	$503K	Sell	12,729 -541	-4%	-$19.9K	0.16%	87
2024 Q4	$482K	Sell	13,270 -250	-2%	-$9.7K	0.15%	92
2024 Q3	$521K	Hold	13,520	–	–	0.17%	88
2024 Q2	$505K	Hold	13,520	–	–	0.19%	80
2024 Q1	$501K	Hold	13,520	–	–	0.19%	79
2023 Q4	$505K	Sell	13,520 -1,430	-10%	-$49.9K	0.21%	73
2023 Q3	$512K	Hold	14,950	–	–	0.23%	73
2023 Q2	$597K	Hold	14,950	–	–	0.25%	71
2023 Q1	$653K	Hold	14,950	–	–	0.28%	70
2022 Q4	$714K	Sell	14,950 -376	-2%	-$17K	0.31%	71
2022 Q3	$634K	Hold	15,326	–	–	0.29%	70
2022 Q2	$703K	Hold	15,326	–	–	0.29%	69
2022 Q1	$784K	Sell	15,326 -400	-3%	-$19.3K	0.28%	76
2021 Q4	$844K	Hold	15,726	–	–	0.27%	75
2021 Q3	$725K	Hold	15,726	–	–	0.24%	76
2021 Q2	$719K	Hold	15,726	–	–	0.24%	74
2021 Q1	$704K	Sell	15,726 -1,324	-8%	-$59.8K	0.26%	72
2020 Q4	$806K	Sell	17,050 -220	-1%	-$9.77K	0.29%	62
2020 Q3	$695K	Sell	17,270 -300	-2%	-$12.9K	0.28%	57
2020 Q2	$742K	Sell	17,570 -1,474	-8%	-$62.3K	0.32%	56
2020 Q1	$775K	Sell	19,044 -625	-3%	-$29.5K	0.37%	56
2019 Q4	$923K	Sell	19,669 -262	-1%	-$11.8K	0.29%	64
2019 Q3	$894K	Sell	19,931 -1,229	-6%	-$52.8K	0.29%	61
2019 Q2	$875K	Sell	21,160 -150	-0.7%	-$5.84K	0.32%	59
2019 Q1	$777K	Sell	21,310 -1,374	-6%	-$48.4K	0.31%	66
2018 Q4	$776K	Sell	22,684 -1,200	-5%	-$41.6K	0.34%	68
2018 Q3	$881K	Sell	23,884 -357	-1%	-$13.2K	0.35%	70
2018 Q2	$853K	Hold	24,241	–	–	0.35%	71
2018 Q1	$826K	Sell	24,241 -1,598	-6%	-$55.6K	0.35%	72
2017 Q4	$1.01M	Hold	25,839	–	–	0.4%	69
2017 Q3	$858K	Hold	25,839	–	–	0.35%	71
2017 Q2	$842K	Sell	25,839 -900	-3%	-$29.5K	0.35%	71
2017 Q1	$860K	Hold	26,739	–	–	0.36%	70
2016 Q4	$803K	Sell	26,739 -2,357	-8%	-$70.3K	0.36%	72
2016 Q3	$887K	Hold	29,096	–	–	0.39%	69
2016 Q2	$1.04M	Sell	29,096 -500	-2%	-$16.3K	0.45%	63
2016 Q1	$924K	Sell	29,596 -3,055	-9%	-$94.5K	0.41%	68
2015 Q4	$978K	Sell	32,651 -502	-2%	-$14.4K	0.48%	65
2015 Q3	$948K	Sell	33,153 -2,200	-6%	-$56.3K	0.45%	69
2015 Q2	$866K	Sell	35,353 -38,974	-52%	-$1.02M	0.4%	76
2015 Q1	$1.96M	Sell	74,327 -4,461	-6%	-$119K	0.84%	45
2014 Q4	$2.1M	Sell	78,788 -200	-0.3%	-$5.14K	0.94%	39
2014 Q3	$1.86M	Sell	78,988 -7,607	-9%	-$186K	0.89%	43
2014 Q2	$2.27M	Sell	86,595 -5,067	-6%	-$127K	1.12%	31
2014 Q1	$2.3M	Sell	91,662 -7,928	-8%	-$191K	1.19%	30
2013 Q4	$2.35M	Sell	99,590 -1,701	-2%	-$41.5K	1.26%	29
2013 Q3	$2.5M	Sell	101,291 -3,090	-3%	-$78.8K	1.36%	29
2013 Q2	$2.61M	Buy	+104,381	New	+$2.65M	1.49%	23

Other funds holding WTRG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Clean Yield Group's WTRG Position: Q1 2026 in Review

Clean Yield Group held its Essential Utilities (WTRG) position steady in Q1 2026 at 12,729 shares worth $513K. The position accounts for 0.14% of the portfolio, ranked #91.

Clean Yield Group first reported a position in WTRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.61M in Q2 2013. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

Clean Yield Group held 12,729 shares of Essential Utilities worth $513K as of Q1 2026.
Clean Yield Group left its Essential Utilities share count unchanged in Q1 2026.
Essential Utilities made up 0.14% of Clean Yield Group's portfolio in Q1 2026, its #91 holding.
Clean Yield Group first reported a position in Essential Utilities in Q2 2013 and has held it in 52 quarters since.
Clean Yield Group's Essential Utilities position peaked at $2.61M in Q2 2013.
695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.