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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7M | Buy |
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|
2025
Q1 | $41.6M | Buy |
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|
2024
Q4 | $38M | Buy |
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|
2024
Q3 | $39.8M | Buy |
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|
2024
Q2 | $36.8M | Sell |
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|
2024
Q1 | $36.6M | Sell |
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|
2023
Q4 | $52.5M | Sell |
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|
2023
Q3 | $80.5M | Buy |
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|
2023
Q2 | $93.1M | Buy |
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|
2023
Q1 | $100M | Sell |
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|
2022
Q4 | $110M | Buy |
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|
2022
Q3 | $93.1M | Buy |
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|
2022
Q2 | $103M | Buy |
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|
2022
Q1 | $81.6M | Sell |
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|
2021
Q4 | $91.3M | Sell |
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|
2021
Q3 | $83M | Sell |
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|
2021
Q2 | $84.3M | Sell |
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|
2021
Q1 | $82.5M | Sell |
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|
2020
Q4 | $87.3M | Buy |
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|
2020
Q3 | $74.1M | Buy |
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|
2020
Q2 | $84M | Buy |
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|
2020
Q1 | $71.2M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $80.1M | Sell |
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|
2019
Q2 | $74.1M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $275K | Hold |
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|
2017
Q1 | $265K | Sell |
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|
2016
Q4 | $271K | Sell |
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|
2016
Q3 | $297K | Sell |
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|
2016
Q2 | $413K | Buy |
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