Old Second National Bank of Aurora’s Essential Utilities WTRG Stock Holding History

Old Second National Bank of Aurora’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
2025 Q2	–	Sell	-1,600	Closed	-$63.2K	–	322
2025 Q1	$63.2K	Sell	1,600 -13	-0.8%	-$477	0.01%	189
2024 Q4	$58.6K	Buy	1,613 +13	+0.8%	+$505	0.01%	197
2024 Q3	$61.7K	Hold	1,600	–	–	0.01%	194
2024 Q2	$59.7K	Hold	1,600	–	–	0.02%	189
2024 Q1	$59.3K	Hold	1,600	–	–	0.02%	190
2023 Q4	$59.8K	Hold	1,600	–	–	0.02%	190
2023 Q3	$54.9K	Hold	1,600	–	–	0.02%	191
2023 Q2	$63.9K	Hold	1,600	–	–	0.02%	191
2023 Q1	$69.8K	Hold	1,600	–	–	0.02%	183
2022 Q4	$76.4K	Hold	1,600	–	–	0.02%	170
2022 Q3	$66K	Hold	1,600	–	–	0.02%	174
2022 Q2	$73K	Hold	1,600	–	–	0.02%	170
2022 Q1	$82K	Hold	1,600	–	–	0.02%	167
2021 Q4	$74K	Hold	1,600	–	–	0.02%	164
2021 Q3	$74K	Hold	1,600	–	–	0.02%	172
2021 Q2	$73K	Hold	1,600	–	–	0.02%	171
2021 Q1	$72K	Hold	1,600	–	–	0.02%	168
2020 Q4	$76K	Hold	1,600	–	–	0.02%	163
2020 Q3	$64K	Hold	1,600	–	–	0.02%	164
2020 Q2	$68K	Sell	1,600 -161	-9%	-$6.8K	0.02%	163
2020 Q1	$72K	Buy	+1,761	New	+$83.1K	0.03%	150

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Old Second National Bank of Aurora's WTRG Position: Q2 2025 in Review

Old Second National Bank of Aurora sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 1,600 shares — an estimated $63.2K sold.

Old Second National Bank of Aurora first reported a position in WTRG in Q1 2020 and held it in 21 quarters. The position peaked at $82K in Q1 2022. 683 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

Old Second National Bank of Aurora reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
Old Second National Bank of Aurora sold 1,600 Essential Utilities shares in Q2 2025, an estimated $63.2K.
Old Second National Bank of Aurora first reported a position in Essential Utilities in Q1 2020 and held it in 21 quarters.
Old Second National Bank of Aurora's Essential Utilities position peaked at $82K in Q1 2022.
683 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2025, filed 21 Jul 2025.