TC
WTRG icon

Trust Company’s Essential Utilities WTRG Stock Holding History

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
2026
Q3 		$41.3K Hold
1,055
– – ﹤0.01% 316
2026
Q2 		$40.4K Buy
1,055
+625
+145% +$23.9K ﹤0.01% 307
2026
Q1 		$17.3K Buy
430
+230
+115% +$9.05K ﹤0.01% 392
2025
Q4 		$7.67K Hold
200
– – ﹤0.01% 454
2025
Q3 		$7.98K Hold
200
– – ﹤0.01% 332
2025
Q2 		$7.43K Hold
200
– – ﹤0.01% 335
2025
Q1 		$7.91K Buy
+200
New +$7.34K ﹤0.01% 346
2021
Q1 		– Sell
-150
Closed -$7K – 346
2020
Q4 		$7K Buy
+150
New +$6.66K 0.01% 251

Other funds holding WTRG

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Trust Company's WTRG Position: Q3 2026 in Review

Trust Company held its Essential Utilities (WTRG) position steady in Q3 2026 at 1,055 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Trust Company first reported a position in WTRG in Q4 2020 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Trust Company held 1,055 shares of Essential Utilities worth $41.3K as of Q3 2026.
  • Trust Company left its Essential Utilities share count unchanged in Q3 2026.
  • Essential Utilities made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #316 holding.
  • Trust Company first reported a position in Essential Utilities in Q4 2020 and has held it in 8 quarters since.
  • 30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.