WT
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Washington Trust’s Essential Utilities WTRG Stock Holding History

Washington Trust’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
2025
Q2 		– Sell
-1,250
Closed -$49.4K – 739
2025
Q1 		$49.4K Sell
1,250
-1,680
-57% -$61.7K ﹤0.01% 409
2024
Q4 		$106K Hold
2,930
– – ﹤0.01% 335
2024
Q3 		$113K Hold
2,930
– – ﹤0.01% 336
2024
Q2 		$109K Hold
2,930
– – ﹤0.01% 337
2024
Q1 		$109K Hold
2,930
– – ﹤0.01% 343
2023
Q4 		$109K Hold
2,930
– – ﹤0.01% 326
2023
Q3 		$101K Sell
2,930
-2,140
-42% -$82.9K ﹤0.01% 305
2023
Q2 		$202K Hold
5,070
– – 0.01% 253
2023
Q1 		$221K Hold
5,070
– – 0.01% 243
2022
Q4 		$242K Buy
5,070
+2,140
+73% +$96.9K 0.01% 235
2022
Q3 		$122K Hold
2,930
– – 0.01% 287
2022
Q2 		$134K Hold
2,930
– – 0.01% 284
2022
Q1 		$150K Hold
2,930
– – 0.01% 292
2021
Q4 		$157K Sell
2,930
-400
-12% -$19.4K 0.01% 288
2021
Q3 		$153K Hold
3,330
– – ﹤0.01% 352
2021
Q2 		$152K Hold
3,330
– – ﹤0.01% 350
2021
Q1 		$149K Buy
3,330
+880
+36% +$39.7K ﹤0.01% 341
2020
Q4 		$116K Buy
2,450
+200
+9% +$8.88K ﹤0.01% 355
2020
Q3 		$90K Buy
2,250
+1,000
+80% +$43K ﹤0.01% 356
2020
Q2 		$52K Sell
1,250
-200
-14% -$8.45K ﹤0.01% 389
2020
Q1 		$59K Buy
+1,450
New +$68.4K ﹤0.01% 371
2018
Q3 		– Sell
-2,145
Closed -$75K – 825
2018
Q2 		$75K Buy
+2,145
New +$73.5K ﹤0.01% 354

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Washington Trust's WTRG Position: Q2 2025 in Review

Washington Trust sold out of Essential Utilities (WTRG) in Q2 2025, closing a stake of 1,250 shares — an estimated $49.4K sold.

Washington Trust first reported a position in WTRG in Q2 2018 and held it in 22 quarters. The position peaked at $242K in Q4 2022. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Washington Trust reported no remaining Essential Utilities position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 1,250 Essential Utilities shares in Q2 2025, an estimated $49.4K.
  • Washington Trust first reported a position in Essential Utilities in Q2 2018 and held it in 22 quarters.
  • Washington Trust's Essential Utilities position peaked at $242K in Q4 2022.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.