Skip to main content
Livermore
Livermore
ZHEN

Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

WTRG holding history

Essential Utilities, Inc. in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of WTRG by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,019−100.0%Sold outHolders
Q1 20265,019$202.1K<0.1%+5,019NewHolders
Q4 20250$00.0%−5,068−100.0%Sold outHolders
Q3 20255,068$202.2K<0.1%+5,068NewHolders
Q2 20250$00.0%−5,322−100.0%Sold outHolders
Q1 20255,322$210.4K<0.1%+5,322NewHolders
Q4 20240$00.0%−5,322−100.0%Sold outHolders
Q3 20245,322$205.3K<0.1%+5,322NewHolders
Q1 20240$00.0%−6,167−100.0%Sold outHolders
Q4 20236,167$230.3K<0.1%+100+1.6%AddedHolders
Q3 20236,067$208.3K<0.1%+585+10.7%AddedHolders
Q2 20235,482$218.8K<0.1%−932−14.5%ReducedHolders
Q1 20236,414$280.0K<0.1%00.0%UnchangedHolders
Q4 20226,414$306.1K<0.1%+360+5.9%AddedHolders
Q3 20226,054$251.0K<0.1%00.0%UnchangedHolders
Q2 20226,054$278.0K<0.1%00.0%UnchangedHolders
Q1 20226,054$310.0K<0.1%−319−5.0%ReducedHolders
Q4 20216,373$342.0K<0.1%+321+5.3%AddedHolders
Q3 20216,052$279.0K<0.1%−100−1.6%ReducedHolders
Q2 20216,152$281.0K<0.1%00.0%UnchangedHolders
Q1 20216,152$275.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.