EB
WTRG icon

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
Q3 		$348K Buy
8,882
+34
+0.4% +$1.36K 0.01% 327
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

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Eastern Bank's WTRG Position: Q3 2026 in Review

Eastern Bank increased its Essential Utilities (WTRG) stake by 0.38% in Q3 2026, buying an estimated $1.36K and bringing the position to 8,882 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #327.

Eastern Bank first reported a position in WTRG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.9M in Q3 2024. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Eastern Bank held 8,882 shares of Essential Utilities worth $348K as of Q3 2026.
  • Eastern Bank bought 34 Essential Utilities shares in Q3 2026, an estimated $1.36K.
  • Essential Utilities made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #327 holding.
  • Eastern Bank first reported a position in Essential Utilities in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's Essential Utilities position peaked at $1.9M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.