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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Trust Company's WTRG Position: Q2 2026 in Review

Trust Company increased its Essential Utilities (WTRG) stake by 145% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,055 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Trust Company first reported a position in WTRG in Q4 2020 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Trust Company held 1,055 shares of Essential Utilities worth $40.4K as of Q2 2026.
  • Trust Company bought 625 Essential Utilities shares in Q2 2026, an estimated $23.9K.
  • Essential Utilities made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #307 holding.
  • Trust Company first reported a position in Essential Utilities in Q4 2020 and has held it in 7 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.