Fulton Bank’s Essential Utilities WTRG Stock Holding History

Fulton Bank’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 Q1	–	Sell	-7,931	Closed	-$288K	–	679
2024 Q4	$288K	Buy	+7,931	New	+$308K	0.01%	550
2023 Q4	–	Sell	-6,286	Closed	-$216K	–	608
2023 Q3	$216K	Buy	+6,286	New	+$244K	0.01%	533
2023 Q2	–	Sell	-4,775	Closed	-$208K	–	580
2023 Q1	$208K	Sell	4,775 -18	-0.4%	-$812	0.01%	524
2022 Q4	$229K	Sell	4,793 -1,339	-22%	-$60.6K	0.01%	474
2022 Q3	$253K	Buy	6,132 +223	+4%	+$10.8K	0.02%	410
2022 Q2	$271K	Sell	5,909 -205	-3%	-$9.52K	0.02%	407
2022 Q1	$313K	Sell	6,114 -1,253	-17%	-$60.5K	0.01%	406
2021 Q4	$395K	Sell	7,367 -2	-0%	-$97	0.02%	384
2021 Q3	$340K	Hold	7,369	–	–	0.02%	394
2021 Q2	$336K	Hold	7,369	–	–	0.02%	376
2021 Q1	$330K	Hold	7,369	–	–	0.02%	353
2020 Q4	$348K	Hold	7,369	–	–	0.02%	325
2020 Q3	$297K	Hold	7,369	–	–	0.02%	334
2020 Q2	$311K	Hold	7,369	–	–	0.02%	312
2020 Q1	$300K	Hold	7,369	–	–	0.02%	292
2019 Q4	$346K	Hold	7,369	–	–	0.02%	305
2019 Q3	$330K	Buy	7,369 +2,000	+37%	+$85.9K	0.02%	298
2019 Q2	$222K	Buy	+5,369	New	+$209K	0.02%	391

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fulton Bank's WTRG Position: Q1 2025 in Review

Fulton Bank sold out of Essential Utilities (WTRG) in Q1 2025, closing a stake of 7,931 shares — an estimated $288K sold.

Fulton Bank first reported a position in WTRG in Q2 2019 and held it in 18 quarters. The position peaked at $395K in Q4 2021. 679 funds tracked by Wall St. Rank hold WTRG as of Q1 2025.

Fulton Bank reported no remaining Essential Utilities position as of Q1 2025 after selling out during the quarter.
Fulton Bank sold 7,931 Essential Utilities shares in Q1 2025, an estimated $288K.
Fulton Bank first reported a position in Essential Utilities in Q2 2019 and held it in 18 quarters.
Fulton Bank's Essential Utilities position peaked at $395K in Q4 2021.
679 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2025.

Based on Fulton Bank's 13F filing for Q1 2025, filed 9 Apr 2025.