Truist Financial
WTRG icon

Truist Financial’s Essential Utilities WTRG Stock Holding History

Truist Financial’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
Q2 		$678K Buy
17,695
+3,218
+22% +$123K ﹤0.01% 2007
2026
Q1 		$583K Buy
14,477
+152
+1% +$5.98K ﹤0.01% 1995
2025
Q4 		$549K Sell
14,325
-8,363
-37% -$329K ﹤0.01% 1998
2025
Q3 		$905K Sell
22,688
-4,054
-15% -$155K ﹤0.01% 1715
2025
Q2 		$993K Buy
26,742
+4,965
+23% +$193K ﹤0.01% 1606
2025
Q1 		$861K Buy
21,777
+4,134
+23% +$152K ﹤0.01% 1590
2024
Q4 		$641K Sell
17,643
-592
-3% -$23K ﹤0.01% 1749
2024
Q3 		$703K Sell
18,235
-1,490
-8% -$58.6K ﹤0.01% 1694
2024
Q2 		$736K Sell
19,725
-1,971
-9% -$73.1K ﹤0.01% 1760
2024
Q1 		$804K Buy
21,696
+2,832
+15% +$103K ﹤0.01% 1720
2023
Q4 		$705K Sell
18,864
-599
-3% -$20.9K ﹤0.01% 1786
2023
Q3 		$668K Buy
19,463
+810
+4% +$31.4K ﹤0.01% 1763
2023
Q2 		$744K Buy
18,653
+46
+0.2% +$1.93K ﹤0.01% 1741
2023
Q1 		$812K Sell
18,607
-6,682
-26% -$301K ﹤0.01% 1677
2022
Q4 		$1.21M Sell
25,289
-551
-2% -$24.9K ﹤0.01% 1466
2022
Q3 		$1.07M Buy
25,840
+39
+0.2% +$1.89K ﹤0.01% 1465
2022
Q2 		$1.18M Sell
25,801
-2,191
-8% -$102K ﹤0.01% 1459
2022
Q1 		$1.43M Sell
27,992
-43,623
-61% -$2.11M ﹤0.01% 1448
2021
Q4 		$3.85M Sell
71,615
-3,504
-5% -$170K 0.01% 989
2021
Q3 		$3.46M Sell
75,119
-5,399
-7% -$262K 0.01% 1029
2021
Q2 		$3.68M Sell
80,518
-5,337
-6% -$250K 0.01% 1010
2021
Q1 		$3.84M Sell
85,855
-285,723
-77% -$12.9M 0.01% 954
2020
Q4 		$17.6M Buy
371,578
+23,872
+7% +$1.06M 0.03% 437
2020
Q3 		$14M Buy
347,706
+35,996
+12% +$1.55M 0.03% 456
2020
Q2 		$13.2M Buy
311,710
+102,302
+49% +$4.32M 0.03% 464
2020
Q1 		$8.52M Buy
209,408
+169,609
+426% +$8M 0.02% 540
2019
Q4 		$1.87M Buy
+39,799
New +$1.79M ﹤0.01% 1159
2019
Q2 		– Sell
-11,423
Closed -$416K – 799
2019
Q1 		$416K Buy
11,423
+2,438
+27% +$85.9K 0.01% 604
2018
Q4 		$307K Buy
8,985
+539
+6% +$18.7K 0.01% 638
2018
Q3 		$312K Sell
8,446
-705
-8% -$26.1K 0.01% 676
2018
Q2 		$322K Buy
9,151
+224
+3% +$7.67K 0.01% 665
2018
Q1 		$304K Buy
8,927
+148
+2% +$5.15K 0.01% 661
2017
Q4 		$344K Sell
8,779
-681
-7% -$24.8K 0.01% 655
2017
Q3 		$314K Sell
9,460
-3,501
-27% -$117K 0.01% 670
2017
Q2 		$431K Sell
12,961
-3,650
-22% -$120K 0.01% 586
2017
Q1 		$534K Sell
16,611
-4,475
-21% -$137K 0.01% 562
2016
Q4 		$633K Sell
21,086
-71,418
-77% -$2.13M 0.01% 550
2016
Q3 		$2.82M Sell
92,504
-1,304
-1% -$42.3K 0.06% 319
2016
Q2 		$3.35M Buy
93,808
+87,512
+1,390% +$2.85M 0.07% 295
2016
Q1 		$201K Sell
6,296
-2,099
-25% -$65K 0.01% 740
2015
Q4 		$250K Hold
8,395
– – 0.01% 678
2015
Q3 		$222K Buy
+8,395
New +$215K 0.01% 731

Other funds holding WTRG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Truist Financial's WTRG Position: Q2 2026 in Review

Truist Financial increased its Essential Utilities (WTRG) stake by 22% in Q2 2026, buying an estimated $123K and bringing the position to 17,695 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Truist Financial first reported a position in WTRG in Q3 2015 and has held it in 42 quarters since. The position peaked at $17.6M in Q4 2020. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Truist Financial held 17,695 shares of Essential Utilities worth $678K as of Q2 2026.
  • Truist Financial bought 3,218 Essential Utilities shares in Q2 2026, an estimated $123K.
  • Essential Utilities made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2007 holding.
  • Truist Financial first reported a position in Essential Utilities in Q3 2015 and has held it in 42 quarters since.
  • Truist Financial's Essential Utilities position peaked at $17.6M in Q4 2020.
  • 256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.