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Stock Yards Bank & Trust’s Essential Utilities WTRG Stock Holding History

Stock Yards Bank & Trust’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
-5,205
Closed -$206K – 396
2025
Q1 		$206K Buy
+5,205
New +$191K 0.01% 371
2024
Q4 		– Sell
-7,630
Closed -$294K – 382
2024
Q3 		$294K Sell
7,630
-130
-2% -$5.11K 0.01% 328
2024
Q2 		$290K Sell
7,760
-3,782
-33% -$140K 0.01% 334
2024
Q1 		$428K Sell
11,542
-1,680
-13% -$60.9K 0.01% 299
2023
Q4 		$494K Sell
13,222
-3,415
-21% -$119K 0.02% 277
2023
Q3 		$571K Sell
16,637
-2,741
-14% -$106K 0.02% 257
2023
Q2 		$773K Sell
19,378
-5,426
-22% -$228K 0.03% 236
2023
Q1 		$1.08M Sell
24,804
-4,180
-14% -$189K 0.04% 214
2022
Q4 		$1.38M Buy
28,984
+15,151
+110% +$686K 0.05% 197
2022
Q3 		$572K Buy
13,833
+820
+6% +$39.7K 0.02% 270
2022
Q2 		$597K Buy
+13,013
New +$604K 0.02% 269

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stock Yards Bank & Trust's WTRG Position: Q2 2025 in Review

Stock Yards Bank & Trust sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 5,205 shares — an estimated $206K sold.

Stock Yards Bank & Trust first reported a position in WTRG in Q2 2022 and held it in 11 quarters. The position peaked at $1.38M in Q4 2022. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Stock Yards Bank & Trust reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 5,205 Essential Utilities shares in Q2 2025, an estimated $206K.
  • Stock Yards Bank & Trust first reported a position in Essential Utilities in Q2 2022 and held it in 11 quarters.
  • Stock Yards Bank & Trust's Essential Utilities position peaked at $1.38M in Q4 2022.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2025, filed 21 Jul 2025.