Hanson & Doremus Investment Management’s Essential Utilities WTRG Stock Holding History

Hanson & Doremus Investment Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$16K	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%	-$20K	0.03%	233
2013 Q3	$91K	Hold	3,676	–	–	0.05%	205
2013 Q2	$92K	Buy	+3,676	New	+$92K	0.05%	199