Choate Investment Advisors

SEC CIK: 0001399794
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WTRG holding history

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

WTRG overview All 13F holders of WTRG Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of WTRG by Choate Investment Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−7,804−100.0%	Sold out	Holders
Q1 2024	7,804	$289.1K	<0.1%	+1,726+28.4%	Added	Holders
Q4 2023	6,078	$227.0K	<0.1%	+6,078	New	Holders