CB
WTRG icon

Community Bank’s Essential Utilities WTRG Stock Holding History

Community Bank’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 		$406K Sell
10,083
-15,385
-60% -$606K 0.05% 171
2025
Q4 		$977K Sell
25,468
-500
-2% -$19.7K 0.12% 136
2025
Q3 		$1.04M Buy
25,968
+1,262
+5% +$48.1K 0.13% 135
2025
Q2 		$917K Buy
24,706
+778
+3% +$30.3K 0.12% 137
2025
Q1 		$946K Buy
23,928
+304
+1% +$11.2K 0.13% 133
2024
Q4 		$858K Sell
23,624
-410
-2% -$15.9K 0.11% 140
2024
Q3 		$927K Sell
24,034
-809
-3% -$31.8K 0.12% 138
2024
Q2 		$927K Sell
24,843
-2,473
-9% -$91.7K 0.12% 136
2024
Q1 		$1.01M Sell
27,316
-2,725
-9% -$98.8K 0.13% 133
2023
Q4 		$1.12M Buy
30,041
+1,233
+4% +$43K 0.15% 124
2023
Q3 		$989K Sell
28,808
-1,938
-6% -$75.1K 0.14% 128
2023
Q2 		$1.23M Buy
30,746
+3,975
+15% +$167K 0.16% 116
2023
Q1 		$1.17M Buy
26,771
+3,004
+13% +$136K 0.16% 118
2022
Q4 		$1.13M Buy
23,767
+975
+4% +$44.1K 0.16% 122
2022
Q3 		$943K Buy
22,792
+390
+2% +$18.9K 0.14% 126
2022
Q2 		$1.03M Buy
22,402
+3,775
+20% +$175K 0.15% 129
2022
Q1 		$952K Buy
18,627
+5,398
+41% +$260K 0.12% 141
2021
Q4 		$710K Buy
13,229
+1,030
+8% +$50K 0.08% 162
2021
Q3 		$562K Buy
12,199
+3,725
+44% +$180K 0.07% 175
2021
Q2 		$387K Buy
8,474
+469
+6% +$22K 0.05% 200
2021
Q1 		$358K Hold
8,005
– – 0.04% 201
2020
Q4 		$378K Hold
8,005
– – 0.05% 196
2020
Q3 		$322K Hold
8,005
– – 0.05% 204
2020
Q2 		$338K Hold
8,005
– – 0.06% 195
2020
Q1 		$326K Sell
8,005
-475
-6% -$22.4K 0.07% 172
2019
Q4 		$398K Buy
8,480
+175
+2% +$7.88K 0.07% 173
2019
Q3 		$372K Hold
8,305
– – 0.07% 169
2019
Q2 		$343K Sell
8,305
-200
-2% -$7.78K 0.07% 173
2019
Q1 		$309K Sell
8,505
-1,325
-13% -$46.7K 0.06% 170
2018
Q4 		$336K Buy
9,830
+1,560
+19% +$54.1K 0.07% 157
2018
Q3 		$305K Hold
8,270
– – 0.06% 169
2018
Q2 		$291K Buy
8,270
+3,100
+60% +$106K 0.05% 171
2018
Q1 		$176K Buy
5,170
+2,845
+122% +$99.1K 0.03% 207
2017
Q4 		$91K Hold
2,325
– – 0.01% 345
2017
Q3 		$77K Hold
2,325
– – 0.01% 331
2017
Q2 		$77K Hold
2,325
– – 0.01% 329
2017
Q1 		$75K Hold
2,325
– – 0.02% 221
2016
Q4 		$70K Hold
2,325
– – 0.02% 219
2016
Q3 		$71K Hold
2,325
– – 0.02% 217
2016
Q2 		$83K Buy
2,325
+2,125
+1,063% +$69.2K 0.02% 217
2016
Q1 		$6K Hold
200
– – ﹤0.01% 390
2015
Q4 		$6K Hold
200
– – ﹤0.01% 401
2015
Q3 		$5K Buy
200
+50
+33% +$1.28K ﹤0.01% 339
2015
Q2 		$4K Hold
150
– – ﹤0.01% 348
2015
Q1 		$4K Hold
150
– – ﹤0.01% 343
2014
Q4 		$4K Buy
+150
New +$3.85K ﹤0.01% 350

Other funds holding WTRG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Community Bank's WTRG Position: Q1 2026 in Review

Community Bank reduced its Essential Utilities (WTRG) stake by 60% in Q1 2026, selling an estimated $606K and leaving 10,083 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #171.

Community Bank first reported a position in WTRG in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.23M in Q2 2023. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Community Bank held 10,083 shares of Essential Utilities worth $406K as of Q1 2026.
  • Community Bank sold 15,385 Essential Utilities shares in Q1 2026, an estimated $606K.
  • Essential Utilities made up 0.05% of Community Bank's portfolio in Q1 2026, its #171 holding.
  • Community Bank first reported a position in Essential Utilities in Q4 2014 and has held it in 46 quarters since.
  • Community Bank's Essential Utilities position peaked at $1.23M in Q2 2023.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.