Fiduciary Trust’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 | $801K | Sell |
19,898
-66
| -0.3% | -$2.6K | 0.01% | 458 |
|
|
2025
Q4 | $766K | Sell |
19,964
-176
| -0.9% | -$6.92K | 0.01% | 472 |
|
|
2025
Q3 | $804K | Buy |
20,140
+2,710
| +16% | +$103K | 0.01% | 458 |
|
|
2025
Q2 | $647K | Sell |
17,430
-6,350
| -27% | -$247K | 0.01% | 485 |
|
|
2025
Q1 | $940K | Buy |
23,780
+12,853
| +118% | +$472K | 0.01% | 399 |
|
|
2024
Q4 | $397K | Hold |
10,927
| – | – | 0.01% | 512 |
|
|
2024
Q3 | $421K | Sell |
10,927
-624
| -5% | -$24.5K | 0.01% | 502 |
|
|
2024
Q2 | $431K | Sell |
11,551
-1,125
| -9% | -$41.7K | 0.01% | 473 |
|
|
2024
Q1 | $470K | Sell |
12,676
-2,674
| -17% | -$97K | 0.01% | 468 |
|
|
2023
Q4 | $573K | Sell |
15,350
-568
| -4% | -$19.8K | 0.01% | 424 |
|
|
2023
Q3 | $546K | Sell |
15,918
-443
| -3% | -$17.2K | 0.01% | 418 |
|
|
2023
Q2 | $653K | Hold |
16,361
| – | – | 0.01% | 394 |
|
|
2023
Q1 | $714K | Sell |
16,361
-1,000
| -6% | -$45.1K | 0.01% | 384 |
|
|
2022
Q4 | $829K | Hold |
17,361
| – | – | 0.02% | 368 |
|
|
2022
Q3 | $718K | Hold |
17,361
| – | – | 0.02% | 375 |
|
|
2022
Q2 | $796K | Hold |
17,361
| – | – | 0.02% | 363 |
|
|
2022
Q1 | $888K | Sell |
17,361
-2,500
| -13% | -$121K | 0.02% | 368 |
|
|
2021
Q4 | $1.07M | Sell |
19,861
-325
| -2% | -$15.8K | 0.02% | 343 |
|
|
2021
Q3 | $930K | Sell |
20,186
-1,893
| -9% | -$91.7K | 0.02% | 345 |
|
|
2021
Q2 | $1.01M | Buy |
22,079
+925
| +4% | +$43.4K | 0.02% | 330 |
|
|
2021
Q1 | $947K | Sell |
21,154
-3,380
| -14% | -$153K | 0.02% | 339 |
|
|
2020
Q4 | $1.16M | Sell |
24,534
-500
| -2% | -$22.2K | 0.02% | 300 |
|
|
2020
Q3 | $1.01M | Hold |
25,034
| – | – | 0.02% | 292 |
|
|
2020
Q2 | $1.06M | Hold |
25,034
| – | – | 0.03% | 268 |
|
|
2020
Q1 | $1.02M | Buy |
25,034
+14,380
| +135% | +$679K | 0.03% | 258 |
|
|
2019
Q4 | $500K | Sell |
10,654
-200
| -2% | -$9.01K | 0.01% | 380 |
|
|
2019
Q3 | $487K | Hold |
10,854
| – | – | 0.01% | 374 |
|
|
2019
Q2 | $449K | Sell |
10,854
-1,270
| -10% | -$49.4K | 0.01% | 367 |
|
|
2019
Q1 | $442K | Sell |
12,124
-1,000
| -8% | -$35.3K | 0.01% | 365 |
|
|
2018
Q4 | $449K | Sell |
13,124
-280
| -2% | -$9.71K | 0.01% | 337 |
|
|
2018
Q3 | $495K | Sell |
13,404
-750
| -5% | -$27.7K | 0.01% | 337 |
|
|
2018
Q2 | $498K | Hold |
14,154
| – | – | 0.02% | 320 |
|
|
2018
Q1 | $482K | Hold |
14,154
| – | – | 0.01% | 327 |
|
|
2017
Q4 | $555K | Sell |
14,154
-337
| -2% | -$12.3K | 0.02% | 309 |
|
|
2017
Q3 | $481K | Sell |
14,491
-200
| -1% | -$6.7K | 0.01% | 320 |
|
|
2017
Q2 | $489K | Hold |
14,691
| – | – | 0.02% | 327 |
|
|
2017
Q1 | $472K | Buy |
14,691
+285
| +2% | +$8.75K | 0.01% | 334 |
|
|
2016
Q4 | $433K | Hold |
14,406
| – | – | 0.01% | 341 |
|
|
2016
Q3 | $439K | Buy |
14,406
+1,465
| +11% | +$47.5K | 0.02% | 338 |
|
|
2016
Q2 | $461K | Hold |
12,941
| – | – | 0.02% | 344 |
|
|
2016
Q1 | $412K | Sell |
12,941
-1,125
| -8% | -$34.8K | 0.01% | 344 |
|
|
2015
Q4 | $419K | Buy |
14,066
+593
| +4% | +$17.1K | 0.02% | 309 |
|
|
2015
Q3 | $357K | Sell |
13,473
-1,500
| -10% | -$38.4K | 0.02% | 306 |
|
|
2015
Q2 | $366K | Sell |
14,973
-1,000
| -6% | -$26.2K | 0.02% | 285 |
|
|
2015
Q1 | $421K | Sell |
15,973
-1,000
| -6% | -$26.6K | 0.02% | 274 |
|
|
2014
Q4 | $454K | Sell |
16,973
-1,112
| -6% | -$28.6K | 0.02% | 264 |
|
|
2014
Q3 | $426K | Hold |
18,085
| – | – | 0.02% | 254 |
|
|
2014
Q2 | $474K | Sell |
18,085
-3,000
| -14% | -$75.4K | 0.02% | 244 |
|
|
2014
Q1 | $528K | Hold |
21,085
| – | – | 0.02% | 227 |
|
|
2013
Q4 | $497K | Hold |
21,085
| – | – | 0.02% | 227 |
|
|
2013
Q3 | $521K | Sell |
21,085
-8,001
| -28% | -$204K | 0.02% | 216 |
|
|
2013
Q2 | $728K | Buy |
+29,086
| New | +$739K | 0.03% | 193 |
|
Other funds holding WTRG
VPM
VCM
Fiduciary Trust's WTRG Position: Q1 2026 in Review
Fiduciary Trust reduced its Essential Utilities (WTRG) stake by 0.33% in Q1 2026, selling an estimated $2.6K and leaving 19,898 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #458.
Fiduciary Trust first reported a position in WTRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.16M in Q4 2020. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Fiduciary Trust held 19,898 shares of Essential Utilities worth $801K as of Q1 2026.
- Fiduciary Trust sold 66 Essential Utilities shares in Q1 2026, an estimated $2.6K.
- Essential Utilities made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #458 holding.
- Fiduciary Trust first reported a position in Essential Utilities in Q2 2013 and has held it in 52 quarters since.
- Fiduciary Trust's Essential Utilities position peaked at $1.16M in Q4 2020.
- 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.