Hanson & Doremus Investment Management’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 | $120K | Hold |
3,142
| – | – | 0.01% | 252 |
|
|
2026
Q1 | $127K | Hold |
3,142
| – | – | 0.01% | 236 |
|
|
2025
Q4 | $121K | Hold |
3,142
| – | – | 0.01% | 241 |
|
|
2025
Q3 | $125K | Hold |
3,142
| – | – | 0.02% | 246 |
|
|
2025
Q2 | $117K | Hold |
3,142
| – | – | 0.02% | 247 |
|
|
2025
Q1 | $124K | Hold |
3,142
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $114K | Hold |
3,142
| – | – | 0.02% | 232 |
|
|
2024
Q3 | $121K | Hold |
3,142
| – | – | 0.02% | 223 |
|
|
2024
Q2 | $117K | Hold |
3,142
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $116K | Hold |
3,142
| – | – | 0.02% | 230 |
|
|
2023
Q4 | $117K | Hold |
3,142
| – | – | 0.02% | 226 |
|
|
2023
Q3 | $108K | Hold |
3,142
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $125K | Hold |
3,142
| – | – | 0.03% | 213 |
|
|
2023
Q1 | $137K | Hold |
3,142
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $150K | Hold |
3,142
| – | – | 0.03% | 200 |
|
|
2022
Q3 | $130K | Hold |
3,142
| – | – | 0.03% | 213 |
|
|
2022
Q2 | $144K | Hold |
3,142
| – | – | 0.04% | 206 |
|
|
2022
Q1 | $161K | Buy |
3,142
+312
| +11% | +$15.1K | 0.03% | 210 |
|
|
2021
Q4 | $152K | Hold |
2,830
| – | – | 0.03% | 211 |
|
|
2021
Q3 | $130K | Hold |
2,830
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $114K | Hold |
2,830
| – | – | 0.03% | 201 |
|
|
2021
Q1 | $127K | Hold |
2,830
| – | – | 0.03% | 218 |
|
|
2020
Q4 | $134K | Hold |
2,830
| – | – | 0.03% | 208 |
|
|
2020
Q3 | $114K | Hold |
2,830
| – | – | 0.03% | 201 |
|
|
2020
Q2 | $120K | Hold |
2,830
| – | – | 0.04% | 194 |
|
|
2020
Q1 | $115K | Hold |
2,830
| – | – | 0.04% | 199 |
|
|
2019
Q4 | $133K | Hold |
2,830
| – | – | 0.04% | 206 |
|
|
2019
Q3 | $127K | Hold |
2,830
| – | – | 0.04% | 209 |
|
|
2019
Q2 | $117K | Hold |
2,830
| – | – | 0.04% | 218 |
|
|
2019
Q1 | $103K | Hold |
2,830
| – | – | 0.03% | 217 |
|
|
2018
Q4 | $97K | Hold |
2,830
| – | – | 0.04% | 213 |
|
|
2018
Q3 | $104K | Hold |
2,830
| – | – | 0.03% | 222 |
|
|
2018
Q2 | $100K | Hold |
2,830
| – | – | 0.03% | 228 |
|
|
2018
Q1 | $96K | Hold |
2,830
| – | – | 0.03% | 243 |
|
|
2017
Q4 | $111K | Hold |
2,830
| – | – | 0.04% | 230 |
|
|
2017
Q3 | $94K | Hold |
2,830
| – | – | 0.03% | 235 |
|
|
2017
Q2 | $94K | Hold |
2,830
| – | – | 0.03% | 229 |
|
|
2017
Q1 | $91K | Hold |
2,830
| – | – | 0.04% | 230 |
|
|
2016
Q4 | $85K | Hold |
2,830
| – | – | 0.04% | 223 |
|
|
2016
Q3 | $86K | Hold |
2,830
| – | – | 0.04% | 213 |
|
|
2016
Q2 | $101K | Hold |
2,830
| – | – | 0.05% | 200 |
|
|
2016
Q1 | $90K | Hold |
2,830
| – | – | 0.04% | 213 |
|
|
2015
Q4 | $84K | Hold |
2,830
| – | – | 0.04% | 225 |
|
|
2015
Q3 | $75K | Hold |
2,830
| – | – | 0.04% | 223 |
|
|
2015
Q2 | $69K | Hold |
2,830
| – | – | 0.03% | 234 |
|
|
2015
Q1 | $75K | Hold |
2,830
| – | – | 0.03% | 229 |
|
|
2014
Q4 | $76K | Hold |
2,830
| – | – | 0.03% | 229 |
|
|
2014
Q3 | $67K | Hold |
2,830
| – | – | 0.03% | 239 |
|
|
2014
Q2 | $74K | Hold |
2,830
| – | – | 0.03% | 235 |
|
|
2014
Q1 | $71K | Hold |
2,830
| – | – | 0.03% | 234 |
|
|
2013
Q4 | $67K | Sell |
2,830
-846
| -23% | -$20.6K | 0.03% | 233 |
|
|
2013
Q3 | $91K | Hold |
3,676
| – | – | 0.05% | 205 |
|
|
2013
Q2 | $92K | Buy |
+3,676
| New | +$93.3K | 0.05% | 199 |
|
Other funds holding WTRG
AA
Hanson & Doremus Investment Management's WTRG Position: Q2 2026 in Review
Hanson & Doremus Investment Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 3,142 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #252.
Hanson & Doremus Investment Management first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $161K in Q1 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Hanson & Doremus Investment Management held 3,142 shares of Essential Utilities worth $120K as of Q2 2026.
- Hanson & Doremus Investment Management left its Essential Utilities share count unchanged in Q2 2026.
- Essential Utilities made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #252 holding.
- Hanson & Doremus Investment Management first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- Hanson & Doremus Investment Management's Essential Utilities position peaked at $161K in Q1 2022.
- 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.