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First National Corp’s Essential Utilities WTRG Stock Holding History

First National Corp’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
2025
Q3 		$1.76M Sell
45,318
-2,230
-5% -$85K 0.33% 57
2025
Q2 		$1.77M Sell
47,548
-13,580
-22% -$529K 0.36% 59
2025
Q1 		$2.42M Buy
61,128
+32,237
+112% +$1.18M 0.53% 41
2024
Q4 		$1.05M Buy
28,891
+12,976
+82% +$504K 0.24% 70
2024
Q3 		$614K Sell
15,915
-69,974
-81% -$2.75M 0.14% 89
2024
Q2 		$3.21M Sell
85,889
-4,490
-5% -$167K 0.76% 32
2024
Q1 		$3.38M Sell
90,379
-288
-0.3% -$10.4K 0.83% 30
2023
Q4 		$3.39M Sell
90,667
-3,470
-4% -$121K 0.83% 30
2023
Q3 		$3.23M Sell
94,137
-16,518
-15% -$640K 0.87% 29
2023
Q2 		$4.42M Buy
110,655
+7,519
+7% +$315K 1.05% 28
2023
Q1 		$4.5M Sell
103,136
-20,186
-16% -$911K 1.07% 26
2022
Q4 		$5.89M Buy
123,322
+4,893
+4% +$221K 1.46% 19
2022
Q3 		$4.9M Buy
118,429
+7,139
+6% +$346K 1.34% 25
2022
Q2 		$5.1M Sell
111,290
-15,612
-12% -$725K 1.33% 22
2022
Q1 		$6.49M Sell
126,902
-13,158
-9% -$635K 1.38% 22
2021
Q4 		$7.52M Buy
140,060
+14,376
+11% +$698K 1.68% 18
2021
Q3 		$5.79M Buy
125,684
+35,663
+40% +$1.73M 1.3% 22
2021
Q2 		$3.8M Sell
90,021
-24,337
-21% -$1.14M 1.3% 23
2021
Q1 		$5.12M Buy
114,358
+9,240
+9% +$417K 1.27% 24
2020
Q4 		$4.97M Buy
105,118
+3,003
+3% +$133K 1.35% 24
2020
Q3 		$8.61M Buy
102,115
+12,094
+13% +$520K 2.68% 7
2020
Q2 		$3.8M Buy
+90,021
New +$3.8M 1.31% 23
2020
Q1 		– Sell
-82,499
Closed -$3.87M – 168
2019
Q4 		$3.87M Buy
82,499
+130
+0.2% +$5.86K 1.44% 20
2019
Q3 		$3.69M Buy
82,369
+88
+0.1% +$3.78K 1.49% 18
2019
Q2 		$3.4M Sell
82,281
-5,094
-6% -$198K 1.41% 19
2019
Q1 		$3.18M Sell
87,375
-914
-1% -$32.2K 1.32% 18
2018
Q4 		$3.02M Buy
+88,289
New +$3.06M 1.39% 18

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First National Corp's WTRG Position: Q3 2025 in Review

First National Corp reduced its Essential Utilities (WTRG) stake by 4.7% in Q3 2025, selling an estimated $85K and leaving 45,318 shares worth $1.76M. The position accounts for 0.33% of the portfolio, ranked #57.

First National Corp first reported a position in WTRG in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.61M in Q3 2020. 678 funds tracked by Wall St. Rank hold WTRG as of Q3 2025.

  • First National Corp held 45,318 shares of Essential Utilities worth $1.76M as of Q3 2025.
  • First National Corp sold 2,230 Essential Utilities shares in Q3 2025, an estimated $85K.
  • Essential Utilities made up 0.33% of First National Corp's portfolio in Q3 2025, its #57 holding.
  • First National Corp first reported a position in Essential Utilities in Q4 2018 and has held it in 27 quarters since.
  • First National Corp's Essential Utilities position peaked at $8.61M in Q3 2020.
  • 678 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.