WTRG β€” Essential Utilities Inc

Ownership history in BAR HARBOR WEALTH MANAGEMENT  Β·  19 quarters on record

AI Ownership Summary

BAR HARBOR WEALTH MANAGEMENT reported Essential Utilities Inc (WTRG) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows WTRG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WTRG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAR HARBOR WEALTH MANAGEMENT's position in Essential Utilities Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WTRG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTRG stock page BAR HARBOR WEALTH MANAGEMENT fund profile BAR HARBOR WEALTH MANAGEMENT full holdings
How BAR HARBOR WEALTH MANAGEMENT held WTRG β€” position size vs. price
% of Fund (quarterly)    WTRG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,068 -254 -4.8% 0.01% $202K 2025-10-15 $39.95
2025 Q1 UNCHANGED 5,322 β€” 0% 0.01% $210K 2025-04-16 $38.67
2024 Q3 REDUCED 5,322 -845 -13.7% 0.01% $205K 2024-10-16 $38.40
2023 Q4 ADDED 6,167 +100 +1.6% 0.02% $230K 2024-01-17 $34.39
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WTRG

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 0.66% Holos Integrated Wealth LLC 0.42% Investors Research Corp 3Y 7Y 0.27% Ridgewood Investments LLC 3Y 7Y 0.18% FARMERS TRUST CO 3Y 7Y 0.07% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.07% Byrne Asset Management LLC 3Y 0.03% GAMMA Investing LLC 0.02% MB, LEVIS & ASSOCIATES, LLC 0.02% CX Institutional 3Y 7Y 0.01%

FAQ About BAR HARBOR WEALTH MANAGEMENT and WTRG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAR HARBOR WEALTH MANAGEMENT reported owning WTRG?

BAR HARBOR WEALTH MANAGEMENT reported WTRG across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WTRG position in BAR HARBOR WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for WTRG was 0.02% in 2023 Q4.

What is the latest reported WTRG position on this page?

The most recent filing on this page is 2025 Q3, when BAR HARBOR WEALTH MANAGEMENT reported 5,068 shares, equal to 0.01% of portfolio, with an estimated market value of $202K.

What does the chart on this WTRG ownership page compare?

The chart compares BAR HARBOR WEALTH MANAGEMENT's quarterly WTRG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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