Trust Company of Vermont’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $116K | Hold |
3,020
| – | – | ﹤0.01% | 434 |
|
|
2025
Q3 | $120K | Hold |
3,020
| – | – | 0.01% | 417 |
|
|
2025
Q2 | $112K | Hold |
3,020
| – | – | 0.01% | 415 |
|
|
2025
Q1 | $119K | Hold |
3,020
| – | – | 0.01% | 395 |
|
|
2024
Q4 | $110K | Hold |
3,020
| – | – | 0.01% | 409 |
|
|
2024
Q3 | $116K | Hold |
3,020
| – | – | 0.01% | 388 |
|
|
2024
Q2 | $113K | Sell |
3,020
-76
| -2% | -$2.82K | 0.01% | 378 |
|
|
2024
Q1 | $115K | Buy |
3,096
+1,221
| +65% | +$44.3K | 0.01% | 372 |
|
|
2023
Q4 | $70K | Sell |
1,875
-1,145
| -38% | -$40K | ﹤0.01% | 396 |
|
|
2023
Q3 | $104K | Hold |
3,020
| – | – | 0.01% | 362 |
|
|
2023
Q2 | $121K | Hold |
3,020
| – | – | 0.01% | 367 |
|
|
2023
Q1 | $132K | Buy |
3,020
+1,145
| +61% | +$51.7K | 0.01% | 364 |
|
|
2022
Q4 | $89.5K | Hold |
1,875
| – | – | 0.01% | 401 |
|
|
2022
Q3 | $78K | Hold |
1,875
| – | – | 0.01% | 419 |
|
|
2022
Q2 | $86K | Buy |
+1,875
| New | +$87.1K | 0.01% | 409 |
|
|
2022
Q1 | – | Sell |
-1,875
| Closed | -$101K | – | 751 |
|
|
2021
Q4 | $101K | Buy |
+1,875
| New | +$91K | 0.01% | 397 |
|
|
2021
Q3 | – | Sell |
-1,875
| Closed | -$86K | – | 725 |
|
|
2021
Q2 | $86K | Hold |
1,875
| – | – | 0.01% | 422 |
|
|
2021
Q1 | $84K | Hold |
1,875
| – | – | 0.01% | 412 |
|
|
2020
Q4 | $89K | Hold |
1,875
| – | – | 0.01% | 388 |
|
|
2020
Q3 | $75K | Sell |
1,875
-500
| -21% | -$21.5K | 0.01% | 396 |
|
|
2020
Q2 | $100K | Sell |
2,375
-500
| -17% | -$21.1K | 0.01% | 354 |
|
|
2020
Q1 | $117K | Buy |
2,875
+1,375
| +92% | +$64.9K | 0.01% | 342 |
|
|
2019
Q4 | $70K | Buy |
1,500
+300
| +25% | +$13.5K | 0.01% | 429 |
|
|
2019
Q3 | $54K | Sell |
1,200
-300
| -20% | -$12.9K | ﹤0.01% | 477 |
|
|
2019
Q2 | $62K | Hold |
1,500
| – | – | 0.01% | 453 |
|
|
2019
Q1 | $54K | Hold |
1,500
| – | – | ﹤0.01% | 472 |
|
|
2018
Q4 | $51K | Hold |
1,500
| – | – | ﹤0.01% | 465 |
|
|
2018
Q3 | $55K | Hold |
1,500
| – | – | ﹤0.01% | 497 |
|
|
2018
Q2 | $53K | Hold |
1,500
| – | – | ﹤0.01% | 519 |
|
|
2018
Q1 | $51K | Hold |
1,500
| – | – | ﹤0.01% | 497 |
|
|
2017
Q4 | $59K | Hold |
1,500
| – | – | 0.01% | 480 |
|
|
2017
Q3 | $50K | Hold |
1,500
| – | – | 0.01% | 499 |
|
|
2017
Q2 | $50K | Hold |
1,500
| – | – | 0.01% | 501 |
|
|
2017
Q1 | $48K | Hold |
1,500
| – | – | 0.01% | 484 |
|
|
2016
Q4 | $45K | Sell |
1,500
-150
| -9% | -$4.47K | 0.01% | 490 |
|
|
2016
Q3 | $50K | Hold |
1,650
| – | – | 0.01% | 431 |
|
|
2016
Q2 | $59K | Hold |
1,650
| – | – | 0.01% | 368 |
|
|
2016
Q1 | $53K | Sell |
1,650
-182
| -10% | -$5.63K | 0.01% | 380 |
|
|
2015
Q4 | $55K | Hold |
1,832
| – | – | 0.01% | 381 |
|
|
2015
Q3 | $48K | Hold |
1,832
| – | – | 0.01% | 403 |
|
|
2015
Q2 | $44K | Hold |
1,832
| – | – | 0.01% | 423 |
|
|
2015
Q1 | $48K | Hold |
1,832
| – | – | 0.01% | 400 |
|
|
2014
Q4 | $49K | Hold |
1,832
| – | – | 0.01% | 399 |
|
|
2014
Q3 | $44K | Hold |
1,832
| – | – | 0.01% | 417 |
|
|
2014
Q2 | $48K | Hold |
1,832
| – | – | 0.01% | 386 |
|
|
2014
Q1 | $46K | Hold |
1,832
| – | – | 0.01% | 385 |
|
|
2013
Q4 | $44K | Hold |
1,832
| – | – | 0.01% | 375 |
|
|
2013
Q3 | $46K | Buy |
1,832
+999
| +120% | +$25.5K | 0.01% | 356 |
|
|
2013
Q2 | $21K | Buy |
+833
| New | +$21.2K | ﹤0.01% | 465 |
|
Other funds holding WTRG
Trust Company of Vermont's WTRG Position: Q4 2025 in Review
Trust Company of Vermont held its Essential Utilities (WTRG) position steady in Q4 2025 at 3,020 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #434.
Trust Company of Vermont first reported a position in WTRG in Q2 2013 and has held it in 49 quarters since. The position peaked at $132K in Q1 2023. 693 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.
- Trust Company of Vermont held 3,020 shares of Essential Utilities worth $116K as of Q4 2025.
- Trust Company of Vermont left its Essential Utilities share count unchanged in Q4 2025.
- Essential Utilities made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #434 holding.
- Trust Company of Vermont first reported a position in Essential Utilities in Q2 2013 and has held it in 49 quarters since.
- Trust Company of Vermont's Essential Utilities position peaked at $132K in Q1 2023.
- 693 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.