Franklin Resources’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
Q2 | $53M | Buy |
1,383,319
+16,502
| +1% | +$630K | 0.01% | 656 |
|
|
2026
Q1 | $55M | Sell |
1,366,817
-2,919
| -0.2% | -$115K | 0.01% | 616 |
|
|
2025
Q4 | $52.5M | Buy |
1,369,736
+194,986
| +17% | +$7.67M | 0.01% | 617 |
|
|
2025
Q3 | $46.9M | Buy |
1,174,750
+23,947
| +2% | +$913K | 0.01% | 661 |
|
|
2025
Q2 | $42.7M | Buy |
1,150,803
+99,255
| +9% | +$3.87M | 0.01% | 681 |
|
|
2025
Q1 | $41.6M | Buy |
1,051,548
+5,105
| +0.5% | +$187K | 0.01% | 665 |
|
|
2024
Q4 | $38M | Buy |
1,046,443
+49,044
| +5% | +$1.9M | 0.01% | 699 |
|
|
2024
Q3 | $39.8M | Buy |
997,399
+10,427
| +1% | +$410K | 0.01% | 678 |
|
|
2024
Q2 | $36.8M | Sell |
986,972
-860
| -0.1% | -$31.9K | 0.01% | 646 |
|
|
2024
Q1 | $36.6M | Sell |
987,832
-416,583
| -30% | -$15.1M | 0.01% | 674 |
|
|
2023
Q4 | $52.5M | Sell |
1,404,415
-939,125
| -40% | -$32.8M | 0.02% | 484 |
|
|
2023
Q3 | $80.5M | Buy |
2,343,540
+10,864
| +0.5% | +$421K | 0.04% | 394 |
|
|
2023
Q2 | $93.1M | Buy |
2,332,676
+31,916
| +1% | +$1.34M | 0.04% | 385 |
|
|
2023
Q1 | $100M | Sell |
2,300,760
-1,762
| -0.1% | -$79.5K | 0.05% | 363 |
|
|
2022
Q4 | $110M | Buy |
2,302,522
+52,391
| +2% | +$2.37M | 0.06% | 345 |
|
|
2022
Q3 | $93.1M | Buy |
2,250,131
+2,010
| +0.1% | +$97.4K | 0.05% | 382 |
|
|
2022
Q2 | $103M | Buy |
2,248,121
+652,202
| +41% | +$30.3M | 0.05% | 371 |
|
|
2022
Q1 | $81.6M | Sell |
1,595,919
-104,585
| -6% | -$5.05M | 0.03% | 473 |
|
|
2021
Q4 | $91.3M | Sell |
1,700,504
-100,664
| -6% | -$4.89M | 0.03% | 483 |
|
|
2021
Q3 | $83M | Sell |
1,801,168
-42,746
| -2% | -$2.07M | 0.03% | 521 |
|
|
2021
Q2 | $84.3M | Sell |
1,843,914
-217
| -0% | -$10.2K | 0.03% | 503 |
|
|
2021
Q1 | $82.5M | Sell |
1,844,131
-996
| -0.1% | -$45K | 0.03% | 484 |
|
|
2020
Q4 | $87.3M | Buy |
1,845,127
+4,964
| +0.3% | +$221K | 0.04% | 458 |
|
|
2020
Q3 | $74.1M | Buy |
1,840,163
+2,636
| +0.1% | +$113K | 0.04% | 466 |
|
|
2020
Q2 | $84M | Buy |
1,837,527
+87,527
| +5% | +$3.7M | 0.04% | 420 |
|
|
2020
Q1 | $71.2M | Buy |
+1,750,000
| New | +$82.6M | 0.05% | 375 |
|
|
2019
Q4 | – | Sell |
-1,786,400
| Closed | -$80.1M | – | 1583 |
|
|
2019
Q3 | $80.1M | Sell |
1,786,400
-4,600
| -0.3% | -$197K | 0.04% | 419 |
|
|
2019
Q2 | $74.1M | Buy |
+1,791,000
| New | +$69.7M | 0.04% | 458 |
|
|
2017
Q3 | – | Sell |
-8,250
| Closed | -$275K | – | 1518 |
|
|
2017
Q2 | $275K | Hold |
8,250
| – | – | ﹤0.01% | 1436 |
|
|
2017
Q1 | $265K | Sell |
8,250
-785
| -9% | -$24.1K | ﹤0.01% | 1433 |
|
|
2016
Q4 | $271K | Sell |
9,035
-700
| -7% | -$20.9K | ﹤0.01% | 1421 |
|
|
2016
Q3 | $297K | Sell |
9,735
-1,845
| -16% | -$59.8K | ﹤0.01% | 1438 |
|
|
2016
Q2 | $413K | Buy |
+11,580
| New | +$377K | ﹤0.01% | 1411 |
|
Other funds holding WTRG
AA
Franklin Resources's WTRG Position: Q2 2026 in Review
Franklin Resources increased its Essential Utilities (WTRG) stake by 1.2% in Q2 2026, buying an estimated $630K and bringing the position to 1,383,319 shares worth $53M. The position accounts for 0.01% of the portfolio, ranked #656.
Franklin Resources first reported a position in WTRG in Q2 2016 and has held it in 33 quarters since. The position peaked at $110M in Q4 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Franklin Resources held 1,383,319 shares of Essential Utilities worth $53M as of Q2 2026.
- Franklin Resources bought 16,502 Essential Utilities shares in Q2 2026, an estimated $630K.
- Essential Utilities made up 0.01% of Franklin Resources's portfolio in Q2 2026, its #656 holding.
- Franklin Resources first reported a position in Essential Utilities in Q2 2016 and has held it in 33 quarters since.
- Franklin Resources's Essential Utilities position peaked at $110M in Q4 2022.
- 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.