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First Citizens Bank & Trust’s Essential Utilities WTRG Stock Holding History

First Citizens Bank & Trust’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 		$535K Buy
13,957
+432
+3% +$16.5K 0.01% 450
2026
Q1 		$545K Buy
13,525
+259
+2% +$10.2K 0.01% 419
2025
Q4 		$509K Buy
13,266
+230
+2% +$9.05K 0.01% 439
2025
Q3 		$520K Buy
13,036
+287
+2% +$10.9K 0.01% 430
2025
Q2 		$473K Buy
+12,749
New +$497K 0.01% 445
2022
Q3 		– Sell
-4,648
Closed -$213K – 401
2022
Q2 		$213K Sell
4,648
-301
-6% -$14K 0.01% 368
2022
Q1 		$253K Sell
4,949
-151
-3% -$7.29K 0.01% 350
2021
Q4 		$274K Buy
5,100
+361
+8% +$17.5K 0.01% 326
2021
Q3 		$218K Sell
4,739
-54
-1% -$2.62K 0.01% 382
2021
Q2 		$219K Sell
4,793
-959
-17% -$45K 0.01% 384
2021
Q1 		$257K Buy
5,752
+316
+6% +$14.3K 0.01% 337
2020
Q4 		$257K Buy
5,436
+147
+3% +$6.53K 0.01% 304
2020
Q3 		$213K Sell
5,289
-35
-0.7% -$1.5K 0.02% 331
2020
Q2 		$225K Buy
5,324
+31
+0.6% +$1.31K 0.02% 332
2020
Q1 		$215K Buy
5,293
+425
+9% +$20.1K 0.03% 269
2019
Q4 		$229K Buy
+4,868
New +$219K 0.02% 313
2018
Q4 		– Sell
-10,599
Closed -$391K – 451
2018
Q3 		$391K Sell
10,599
-202
-2% -$7.47K 0.04% 263
2018
Q2 		$380K Buy
10,801
+512
+5% +$17.5K 0.05% 267
2018
Q1 		$350K Sell
10,289
-1,438
-12% -$50.1K 0.05% 272
2017
Q4 		$460K Buy
+11,727
New +$428K 0.06% 221
2013
Q4 		– Sell
-16,572
Closed -$410K – 812
2013
Q3 		$410K Buy
16,572
+533
+3% +$13.6K 0.02% 802
2013
Q2 		$401K Buy
+16,039
New +$407K 0.02% 771

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

First Citizens Bank & Trust's WTRG Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Essential Utilities (WTRG) stake by 3.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 13,957 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #450.

First Citizens Bank & Trust first reported a position in WTRG in Q2 2013 and has held it in 22 quarters since. The position peaked at $545K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • First Citizens Bank & Trust held 13,957 shares of Essential Utilities worth $535K as of Q2 2026.
  • First Citizens Bank & Trust bought 432 Essential Utilities shares in Q2 2026, an estimated $16.5K.
  • Essential Utilities made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #450 holding.
  • First Citizens Bank & Trust first reported a position in Essential Utilities in Q2 2013 and has held it in 22 quarters since.
  • First Citizens Bank & Trust's Essential Utilities position peaked at $545K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.