Eastern Bank’s Essential Utilities WTRG Stock Holding History

Eastern 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 Q2	$339K	Buy	8,848 +3,786	+75%	+$145K	0.01%	331
2026 Q1	$204K	Hold	5,062	–	–	﹤0.01%	374
2025 Q4	$194K	Sell	5,062 -255	-5%	-$10K	﹤0.01%	367
2025 Q3	$212K	Buy	5,317 +365	+7%	+$13.9K	﹤0.01%	346
2025 Q2	$184K	Hold	4,952	–	–	﹤0.01%	365
2025 Q1	$196K	Sell	4,952 -6,298	-56%	-$231K	﹤0.01%	361
2024 Q4	$409K	Sell	11,250 -38,030	-77%	-$1.48M	0.01%	286
2024 Q3	$1.9M	Buy	+49,280	New	+$1.94M	0.03%	178

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Eastern Bank's WTRG Position: Q2 2026 in Review

Eastern Bank increased its Essential Utilities (WTRG) stake by 75% in Q2 2026, buying an estimated $145K and bringing the position to 8,848 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #331.

Eastern Bank first reported a position in WTRG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q3 2024. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Eastern Bank held 8,848 shares of Essential Utilities worth $339K as of Q2 2026.
Eastern Bank bought 3,786 Essential Utilities shares in Q2 2026, an estimated $145K.
Essential Utilities made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #331 holding.
Eastern Bank first reported a position in Essential Utilities in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's Essential Utilities position peaked at $1.9M in Q3 2024.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.