Riverview Trust Company’s Essential Utilities WTRG Stock Holding History

Riverview Trust Company’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	-1,154	Closed	-$45.6K	–	588
2025 Q1	$45.6K	Sell	1,154 -24	-2%	-$881	0.05%	236
2024 Q4	$42.8K	Hold	1,178	–	–	0.04%	245
2024 Q3	$45.4K	Buy	1,178 +24	+2%	+$943	0.04%	256
2024 Q2	$43.1K	Hold	1,154	–	–	0.04%	246
2024 Q1	$42.8K	Buy	+1,154	New	+$41.8K	0.03%	265
2023 Q3	–	Sell	-325	Closed	-$13K	–	721
2023 Q2	$13K	Hold	325	–	–	0.01%	630
2023 Q1	$14.2K	Buy	+325	New	+$14.7K	0.01%	516
2022 Q4	–	Sell	-310	Closed	-$13K	–	877
2022 Q3	$13K	Hold	310	–	–	0.01%	547
2022 Q2	$14K	Buy	+310	New	+$14.4K	0.01%	531

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 $94.8B AUM 24.11% 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

Riverview Trust Company's WTRG Position: Q2 2025 in Review

Riverview Trust Company sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 1,154 shares — an estimated $45.6K sold.

Riverview Trust Company first reported a position in WTRG in Q2 2022 and held it in 9 quarters. The position peaked at $45.6K in Q1 2025. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

Riverview Trust Company reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 1,154 Essential Utilities shares in Q2 2025, an estimated $45.6K.
Riverview Trust Company first reported a position in Essential Utilities in Q2 2022 and held it in 9 quarters.
Riverview Trust Company's Essential Utilities position peaked at $45.6K in Q1 2025.
682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.