Tower Research Capital (TRC)’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
Q1 | $486K | Buy |
12,068
+3,666
| +44% | +$144K | 0.01% | 935 |
|
|
2025
Q4 | $322K | Buy |
8,402
+1,088
| +15% | +$42.8K | 0.01% | 1105 |
|
|
2025
Q3 | $292K | Buy |
7,314
+1,291
| +21% | +$49.2K | 0.01% | 1203 |
|
|
2025
Q2 | $224K | Sell |
6,023
-8,105
| -57% | -$316K | 0.01% | 1670 |
|
|
2025
Q1 | $558K | Sell |
14,128
-582
| -4% | -$21.4K | 0.02% | 770 |
|
|
2024
Q4 | $534K | Buy |
14,710
+7,682
| +109% | +$298K | 0.01% | 1011 |
|
|
2024
Q3 | $271K | Sell |
7,028
-5,615
| -44% | -$221K | 0.01% | 1345 |
|
|
2024
Q2 | $472K | Buy |
12,643
+1,618
| +15% | +$60K | 0.01% | 1394 |
|
|
2024
Q1 | $408K | Sell |
11,025
-22,935
| -68% | -$832K | 0.01% | 980 |
|
|
2023
Q4 | $1.27M | Buy |
33,960
+29,653
| +688% | +$1.04M | 0.02% | 714 |
|
|
2023
Q3 | $148K | Sell |
4,307
-12,567
| -74% | -$487K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $673K | Buy |
16,874
+10,835
| +179% | +$455K | 0.02% | 773 |
|
|
2023
Q1 | $264K | Buy |
6,039
+1,635
| +37% | +$73.8K | 0.01% | 1209 |
|
|
2022
Q4 | $210K | Sell |
4,404
-7,785
| -64% | -$352K | 0.01% | 1274 |
|
|
2022
Q3 | $504K | Sell |
12,189
-4,471
| -27% | -$217K | 0.01% | 1135 |
|
|
2022
Q2 | $764K | Buy |
16,660
+11,621
| +231% | +$540K | 0.02% | 861 |
|
|
2022
Q1 | $258K | Sell |
5,039
-6,227
| -55% | -$300K | ﹤0.01% | 1559 |
|
|
2021
Q4 | $605K | Buy |
11,266
+5,744
| +104% | +$279K | 0.01% | 988 |
|
|
2021
Q3 | $254K | Sell |
5,522
-39,420
| -88% | -$1.91M | 0.01% | 1586 |
|
|
2021
Q2 | $2.05M | Buy |
44,942
+33,214
| +283% | +$1.56M | 0.05% | 296 |
|
|
2021
Q1 | $524K | Sell |
11,728
-5,150
| -31% | -$233K | 0.01% | 1200 |
|
|
2020
Q4 | $798K | Sell |
16,878
-1,789
| -10% | -$79.5K | 0.02% | 642 |
|
|
2020
Q3 | $751K | Sell |
18,667
-7,352
| -28% | -$316K | 0.01% | 1258 |
|
|
2020
Q2 | $1.1M | Buy |
+26,019
| New | +$1.1M | 0.05% | 466 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$1K | – | 4001 |
|
|
2019
Q4 | $1K | Sell |
30
-1,657
| -98% | -$74.6K | ﹤0.01% | 3338 |
|
|
2019
Q3 | $76K | Sell |
1,687
-2,069
| -55% | -$88.8K | 0.01% | 1511 |
|
|
2019
Q2 | $155K | Sell |
3,756
-10,085
| -73% | -$392K | 0.01% | 972 |
|
|
2019
Q1 | $504K | Buy |
13,841
+8,945
| +183% | +$315K | 0.03% | 598 |
|
|
2018
Q4 | $167K | Sell |
4,896
-13,487
| -73% | -$468K | 0.01% | 754 |
|
|
2018
Q3 | $678K | Buy |
18,383
+12,974
| +240% | +$480K | 0.05% | 349 |
|
|
2018
Q2 | $190K | Sell |
5,409
-5,689
| -51% | -$195K | 0.01% | 1094 |
|
|
2018
Q1 | $378K | Buy |
11,098
+8,649
| +353% | +$301K | 0.03% | 605 |
|
|
2017
Q4 | $96K | Buy |
2,449
+1,565
| +177% | +$57.1K | 0.01% | 892 |
|
|
2017
Q3 | $29K | Sell |
884
-834
| -49% | -$27.9K | ﹤0.01% | 2480 |
|
|
2017
Q2 | $57K | Buy |
1,718
+1,587
| +1,211% | +$52K | 0.01% | 692 |
|
|
2017
Q1 | $4K | Sell |
131
-415
| -76% | -$12.7K | ﹤0.01% | 2359 |
|
|
2016
Q4 | $16K | Sell |
546
-6,221
| -92% | -$186K | ﹤0.01% | 2342 |
|
|
2016
Q3 | $206K | Buy |
6,767
+1,235
| +22% | +$40K | 0.02% | 465 |
|
|
2016
Q2 | $197K | Sell |
5,532
-1,948
| -26% | -$63.4K | 0.02% | 672 |
|
|
2016
Q1 | $238K | Buy |
7,480
+6,184
| +477% | +$191K | 0.04% | 286 |
|
|
2015
Q4 | $39K | Buy |
1,296
+1,219
| +1,583% | +$35.1K | 0.01% | 717 |
|
|
2015
Q3 | $2K | Buy |
+77
| New | +$1.97K | ﹤0.01% | 3415 |
|
|
2015
Q2 | – | Sell |
-316
| Closed | -$8K | – | 5109 |
|
|
2015
Q1 | $8K | Sell |
316
-4,389
| -93% | -$117K | ﹤0.01% | 2977 |
|
|
2014
Q4 | $126K | Buy |
4,705
+4,278
| +1,002% | +$110K | 0.01% | 490 |
|
|
2014
Q3 | $10K | Sell |
427
-7,503
| -95% | -$183K | ﹤0.01% | 2839 |
|
|
2014
Q2 | $207K | Buy |
7,930
+7,370
| +1,316% | +$185K | 0.03% | 582 |
|
|
2014
Q1 | $14K | Sell |
560
-1,072
| -66% | -$25.9K | ﹤0.01% | 2275 |
|
|
2013
Q4 | $38K | Sell |
1,632
-72
| -4% | -$1.75K | 0.01% | 1637 |
|
|
2013
Q3 | $42K | Buy |
1,704
+749
| +78% | +$19.1K | ﹤0.01% | 2076 |
|
|
2013
Q2 | $24K | Buy |
+955
| New | +$24.2K | ﹤0.01% | 1549 |
|
Other funds holding WTRG
VPM
VCM
Tower Research Capital (TRC)'s WTRG Position: Q1 2026 in Review
Tower Research Capital (TRC) increased its Essential Utilities (WTRG) stake by 44% in Q1 2026, buying an estimated $144K and bringing the position to 12,068 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #935.
Tower Research Capital (TRC) first reported a position in WTRG in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.05M in Q2 2021. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.
- Tower Research Capital (TRC) held 12,068 shares of Essential Utilities worth $486K as of Q1 2026.
- Tower Research Capital (TRC) bought 3,666 Essential Utilities shares in Q1 2026, an estimated $144K.
- Essential Utilities made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #935 holding.
- Tower Research Capital (TRC) first reported a position in Essential Utilities in Q2 2013 and has held it in 50 quarters since.
- Tower Research Capital (TRC)'s Essential Utilities position peaked at $2.05M in Q2 2021.
- 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.
Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.