Hamilton Point Investment Advisors’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 | $5.01M | Sell |
130,855
-1,235
| -0.9% | -$47.2K | 0.71% | 47 |
|
|
2026
Q1 | $5.32M | Sell |
132,090
-698
| -0.5% | -$27.5K | 0.82% | 41 |
|
|
2025
Q4 | $5.09M | Buy |
132,788
+964
| +0.7% | +$37.9K | 0.77% | 47 |
|
|
2025
Q3 | $5.26M | Buy |
131,824
+799
| +0.6% | +$30.5K | 0.82% | 46 |
|
|
2025
Q2 | $4.87M | Sell |
131,025
-2,673
| -2% | -$104K | 0.8% | 45 |
|
|
2025
Q1 | $5.29M | Buy |
133,698
+2,427
| +2% | +$89.1K | 0.95% | 42 |
|
|
2024
Q4 | $4.77M | Buy |
131,271
+1,753
| +1% | +$68K | 0.84% | 44 |
|
|
2024
Q3 | $5M | Sell |
129,518
-489
| -0.4% | -$19.2K | 0.88% | 45 |
|
|
2024
Q2 | $4.85M | Buy |
130,007
+3,240
| +3% | +$120K | 0.92% | 43 |
|
|
2024
Q1 | $4.7M | Buy |
126,767
+56,979
| +82% | +$2.07M | 0.9% | 47 |
|
|
2023
Q4 | $2.61M | Buy |
69,788
+342
| +0.5% | +$11.9K | 0.52% | 60 |
|
|
2023
Q3 | $2.38M | Sell |
69,446
-952
| -1% | -$36.9K | 0.59% | 54 |
|
|
2023
Q2 | $2.81M | Sell |
70,398
-3,105
| -4% | -$130K | 0.67% | 51 |
|
|
2023
Q1 | $3.21M | Buy |
73,503
+920
| +1% | +$41.5K | 0.78% | 50 |
|
|
2022
Q4 | $3.46M | Sell |
72,583
-266
| -0.4% | -$12K | 0.95% | 47 |
|
|
2022
Q3 | $3.01M | Buy |
72,849
+29
| +0% | +$1.41K | 0.92% | 47 |
|
|
2022
Q2 | $3.34M | Buy |
72,820
+848
| +1% | +$39.4K | 0.97% | 49 |
|
|
2022
Q1 | $3.68M | Buy |
71,972
+562
| +0.8% | +$27.1K | 0.95% | 48 |
|
|
2021
Q4 | $3.83M | Buy |
71,410
+1,113
| +2% | +$54K | 0.91% | 48 |
|
|
2021
Q3 | $3.24M | Sell |
70,297
-197
| -0.3% | -$9.54K | 0.86% | 48 |
|
|
2021
Q2 | $3.22M | Sell |
70,494
-461
| -0.6% | -$21.6K | 0.87% | 50 |
|
|
2021
Q1 | $3.17M | Buy |
70,955
+122
| +0.2% | +$5.51K | 0.92% | 50 |
|
|
2020
Q4 | $3.35M | Buy |
70,833
+54
| +0.1% | +$2.4K | 1.06% | 45 |
|
|
2020
Q3 | $2.85M | Buy |
70,779
+185
| +0.3% | +$7.95K | 1% | 46 |
|
|
2020
Q2 | $2.98M | Buy |
70,594
+1,355
| +2% | +$57.2K | 1.15% | 43 |
|
|
2020
Q1 | $2.82M | Buy |
69,239
+2,151
| +3% | +$101K | 1.31% | 41 |
|
|
2019
Q4 | $3.15M | Buy |
67,088
+1,970
| +3% | +$88.7K | 1.2% | 43 |
|
|
2019
Q3 | $2.92M | Buy |
65,118
+2,040
| +3% | +$87.6K | 1.19% | 43 |
|
|
2019
Q2 | $2.61M | Buy |
63,078
+1,225
| +2% | +$47.7K | 1.11% | 42 |
|
|
2019
Q1 | $2.25M | Buy |
61,853
+130
| +0.2% | +$4.58K | 1% | 46 |
|
|
2018
Q4 | $2.11M | Buy |
61,723
+1,478
| +2% | +$51.3K | 1.07% | 46 |
|
|
2018
Q3 | $2.22M | Buy |
60,245
+345
| +0.6% | +$12.8K | 1.04% | 44 |
|
|
2018
Q2 | $2.11M | Buy |
59,900
+230
| +0.4% | +$7.88K | 1.04% | 44 |
|
|
2018
Q1 | $2.03M | Buy |
59,670
+2,155
| +4% | +$75K | 1.03% | 44 |
|
|
2017
Q4 | $2.26M | Buy |
57,515
+2,320
| +4% | +$84.6K | 1.18% | 40 |
|
|
2017
Q3 | $1.83M | Buy |
55,195
+561
| +1% | +$18.8K | 0.99% | 46 |
|
|
2017
Q2 | $1.82M | Buy |
54,634
+163
| +0.3% | +$5.34K | 1.02% | 43 |
|
|
2017
Q1 | $1.75M | Sell |
54,471
-856
| -2% | -$26.3K | 1% | 47 |
|
|
2016
Q4 | $1.66M | Buy |
55,327
+150
| +0.3% | +$4.47K | 1.03% | 50 |
|
|
2016
Q3 | $1.68M | Buy |
55,177
+2,119
| +4% | +$68.7K | 1.06% | 52 |
|
|
2016
Q2 | $1.89M | Buy |
53,058
+2,260
| +4% | +$73.6K | 1.24% | 39 |
|
|
2016
Q1 | $1.62M | Buy |
50,798
+258
| +0.5% | +$7.98K | 1.08% | 49 |
|
|
2015
Q4 | $1.51M | Buy |
50,540
+4,916
| +11% | +$141K | 1.04% | 47 |
|
|
2015
Q3 | $1.21M | Buy |
45,624
+2,644
| +6% | +$67.7K | 0.95% | 50 |
|
|
2015
Q2 | $1.05M | Buy |
42,980
+445
| +1% | +$11.7K | 0.85% | 56 |
|
|
2015
Q1 | $1.12M | Sell |
42,535
-266
| -0.6% | -$7.08K | 0.92% | 53 |
|
|
2014
Q4 | $1.14M | Buy |
42,801
+1,454
| +4% | +$37.4K | 0.98% | 53 |
|
|
2014
Q3 | $973K | Buy |
41,347
+910
| +2% | +$22.2K | 0.91% | 55 |
|
|
2014
Q2 | $1.06M | Sell |
40,437
-143
| -0.4% | -$3.6K | 0.99% | 53 |
|
|
2014
Q1 | $1.02M | Buy |
40,580
+2,111
| +5% | +$51K | 0.95% | 54 |
|
|
2013
Q4 | $907K | Buy |
+38,469
| New | +$938K | 0.91% | 56 |
|
Other funds holding WTRG
AA
Hamilton Point Investment Advisors's WTRG Position: Q2 2026 in Review
Hamilton Point Investment Advisors reduced its Essential Utilities (WTRG) stake by 0.93% in Q2 2026, selling an estimated $47.2K and leaving 130,855 shares worth $5.01M. The position accounts for 0.71% of the portfolio, ranked #47.
Hamilton Point Investment Advisors first reported a position in WTRG in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.32M in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Hamilton Point Investment Advisors held 130,855 shares of Essential Utilities worth $5.01M as of Q2 2026.
- Hamilton Point Investment Advisors sold 1,235 Essential Utilities shares in Q2 2026, an estimated $47.2K.
- Essential Utilities made up 0.71% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #47 holding.
- Hamilton Point Investment Advisors first reported a position in Essential Utilities in Q4 2013 and has held it in 51 quarters since.
- Hamilton Point Investment Advisors's Essential Utilities position peaked at $5.32M in Q1 2026.
- 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.