O'Brien Greene & Co
WTRG icon

O'Brien Greene & Co’s Essential Utilities WTRG Stock Holding History

O'Brien Greene & Co’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
2026
Q3 		$302K Hold
7,714
– – 0.08% 115
2026
Q2 		$296K Hold
7,714
– – 0.08% 118
2026
Q1 		$311K Hold
7,714
– – 0.09% 114
2025
Q4 		$296K Sell
7,714
-400
-5% -$15.7K 0.09% 115
2025
Q3 		$324K Hold
8,114
– – 0.1% 107
2025
Q2 		$301K Hold
8,114
– – 0.1% 106
2025
Q1 		$321K Hold
8,114
– – 0.11% 102
2024
Q4 		$295K Hold
8,114
– – 0.1% 112
2024
Q3 		$313K Sell
8,114
-3,000
-27% -$118K 0.1% 112
2024
Q2 		$415K Hold
11,114
– – 0.13% 93
2024
Q1 		$412K Hold
11,114
– – 0.14% 93
2023
Q4 		$415K Hold
11,114
– – 0.15% 90
2023
Q3 		$382K Hold
11,114
– – 0.14% 89
2023
Q2 		$444K Sell
11,114
-100
-0.9% -$4.2K 0.15% 86
2023
Q1 		$489K Hold
11,214
– – 0.18% 84
2022
Q4 		$535K Sell
11,214
-34,428
-75% -$1.56M 0.2% 75
2022
Q3 		$1.89M Buy
45,642
+29,428
+181% +$1.43M 0.25% 64
2022
Q2 		$743K Hold
16,214
– – 0.28% 57
2022
Q1 		$829K Hold
16,214
– – 0.27% 62
2021
Q4 		$871K Hold
16,214
– – 0.29% 65
2021
Q3 		$747K Hold
16,214
– – 0.27% 68
2021
Q2 		$741K Sell
16,214
-450
-3% -$21.1K 0.26% 70
2021
Q1 		$746K Sell
16,664
-50
-0.3% -$2.26K 0.3% 65
2020
Q4 		$790K Sell
16,714
-57
-0.3% -$2.53K 0.33% 64
2020
Q3 		$675K Sell
16,771
-349
-2% -$15K 0.32% 61
2020
Q2 		$723K Hold
17,120
– – 0.38% 57
2020
Q1 		$696K Hold
17,120
– – 0.46% 50
2019
Q4 		$804K Sell
17,120
-350
-2% -$15.8K 0.41% 59
2019
Q3 		$783K Hold
17,470
– – 0.42% 56
2019
Q2 		$723K Buy
17,470
+10,056
+136% +$391K 0.38% 65
2019
Q1 		$270K Hold
7,414
– – 0.14% 94
2018
Q4 		$254K Buy
+7,414
New +$257K 0.15% 92

Other funds holding WTRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

O'Brien Greene & Co's WTRG Position: Q3 2026 in Review

O'Brien Greene & Co held its Essential Utilities (WTRG) position steady in Q3 2026 at 7,714 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #115.

O'Brien Greene & Co first reported a position in WTRG in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.89M in Q3 2022. 382 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • O'Brien Greene & Co held 7,714 shares of Essential Utilities worth $302K as of Q3 2026.
  • O'Brien Greene & Co left its Essential Utilities share count unchanged in Q3 2026.
  • Essential Utilities made up 0.08% of O'Brien Greene & Co's portfolio in Q3 2026, its #115 holding.
  • O'Brien Greene & Co first reported a position in Essential Utilities in Q4 2018 and has held it in 32 quarters since.
  • O'Brien Greene & Co's Essential Utilities position peaked at $1.89M in Q3 2022.
  • 382 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on O'Brien Greene & Co's 13F filing for Q3 2026, filed 5 Nov 2026.