KeyBank National Association’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
$298K Sell
7,767
-1,392
-15% -$53.1K ﹤0.01% 1143
2026
Q1
$369K Sell
9,159
-2,772
-23% -$109K ﹤0.01% 952
2025
Q4
$458K Sell
11,931
-270
-2% -$10.6K ﹤0.01% 853
2025
Q3
$487K Sell
12,201
-2,929
-19% -$112K ﹤0.01% 805
2025
Q2
$562K Buy
15,130
+411
+3% +$16K ﹤0.01% 728
2025
Q1
$582K Buy
14,719
+4
+0% +$147 ﹤0.01% 706
2024
Q4
$534K Sell
14,715
-440
-3% -$17.1K ﹤0.01% 752
2024
Q3
$585K Sell
15,155
-205
-1% -$8.06K ﹤0.01% 718
2024
Q2
$573K Buy
15,360
+6,253
+69% +$232K ﹤0.01% 695
2024
Q1
$337K Sell
9,107
-1,606
-15% -$58.2K ﹤0.01% 900
2023
Q4
$400K Buy
10,713
+964
+10% +$33.6K ﹤0.01% 835
2023
Q3
$335K Hold
9,749
– – ﹤0.01% 841
2023
Q2
$389K Buy
9,749
+161
+2% +$6.75K ﹤0.01% 792
2023
Q1
$419K Sell
9,588
-131
-1% -$5.91K ﹤0.01% 765
2022
Q4
$464K Sell
9,719
-250
-3% -$11.3K ﹤0.01% 723
2022
Q3
$413K Buy
9,969
+500
+5% +$24.2K ﹤0.01% 727
2022
Q2
$434K Sell
9,469
-445
-4% -$20.7K ﹤0.01% 723
2022
Q1
$507K Sell
9,914
-28
-0.3% -$1.35K ﹤0.01% 719
2021
Q4
$534K Sell
9,942
-1,030
-9% -$50K ﹤0.01% 785
2021
Q3
$506K Buy
10,972
+420
+4% +$20.3K ﹤0.01% 792
2021
Q2
$482K Sell
10,552
-93
-0.9% -$4.36K ﹤0.01% 800
2021
Q1
$476K Sell
10,645
-150
-1% -$6.77K ﹤0.01% 806
2020
Q4
$510K Sell
10,795
-12,814
-54% -$569K ﹤0.01% 758
2020
Q3
$950K Buy
23,609
+2,599
+12% +$112K 0.01% 499
2020
Q2
$887K Sell
21,010
-150
-0.7% -$6.34K 0.01% 507
2020
Q1
$861K Sell
21,160
-4,138
-16% -$195K 0.01% 466
2019
Q4
$1.19M Sell
25,298
-199
-0.8% -$8.96K 0.01% 477
2019
Q3
$1.14M Sell
25,497
-150
-0.6% -$6.44K 0.01% 466
2019
Q2
$1.06M Sell
25,647
-300
-1% -$11.7K 0.01% 524
2019
Q1
$946K Sell
25,947
-161
-0.6% -$5.67K 0.01% 533
2018
Q4
$893K Buy
26,108
+3,211
+14% +$111K 0.01% 505
2018
Q3
$845K Hold
22,897
– – ﹤0.01% 614
2018
Q2
$806K Hold
22,897
– – ﹤0.01% 615
2018
Q1
$780K Sell
22,897
-1,012
-4% -$35.2K ﹤0.01% 626
2017
Q4
$938K Sell
23,909
-420
-2% -$15.3K 0.01% 568
2017
Q3
$807K Buy
24,329
+995
+4% +$33.3K ﹤0.01% 639
2017
Q2
$777K Hold
23,334
– – ﹤0.01% 676
2017
Q1
$750K Sell
23,334
-899
-4% -$27.6K ﹤0.01% 693
2016
Q4
$728K Sell
24,233
-813
-3% -$24.2K ﹤0.01% 709
2016
Q3
$763K Sell
25,046
-663
-3% -$21.5K ﹤0.01% 698
2016
Q2
$917K Buy
25,709
+1,958
+8% +$63.8K 0.01% 584
2016
Q1
$756K Hold
23,751
– – 0.01% 651
2015
Q4
$708K Sell
23,751
-13,300
-36% -$383K ﹤0.01% 681
2015
Q3
$981K Sell
37,051
-5,500
-13% -$141K 0.01% 582
2015
Q2
$1.04M Buy
42,551
+2,044
+5% +$53.6K 0.01% 592
2015
Q1
$1.07M Sell
40,507
-2,604
-6% -$69.3K 0.01% 610
2014
Q4
$1.15M Sell
43,111
-6,860
-14% -$176K 0.01% 576
2014
Q3
$1.18M Sell
49,971
-1,805
-3% -$44.1K 0.01% 560
2014
Q2
$1.36M Sell
51,776
-1,775
-3% -$44.6K 0.01% 544
2014
Q1
$1.34M Sell
53,551
-1,908
-3% -$46.1K 0.01% 542
2013
Q4
$1.31M Sell
55,459
-1,590
-3% -$38.8K 0.01% 549
2013
Q3
$1.41M Sell
57,049
-421
-0.7% -$10.7K 0.01% 513
2013
Q2
$1.44M Buy
+57,470
New +$1.46M 0.01% 704

Other funds holding WTRG

KeyBank National Association's WTRG Position: Q2 2026 in Review

KeyBank National Association reduced its Essential Utilities (WTRG) stake by 15% in Q2 2026, selling an estimated $53.1K and leaving 7,767 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

KeyBank National Association first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.44M in Q2 2013. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • KeyBank National Association held 7,767 shares of Essential Utilities worth $298K as of Q2 2026.
  • KeyBank National Association sold 1,392 Essential Utilities shares in Q2 2026, an estimated $53.1K.
  • Essential Utilities made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #1143 holding.
  • KeyBank National Association first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
  • KeyBank National Association's Essential Utilities position peaked at $1.44M in Q2 2013.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.