Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$94,375,190
-$5,552,720 QoQ
Shares Held
2,463,461
-0.7% QoQ
Ownership
0.868%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#20
of 693 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Boston Trust Walden Corp holds $109,383,167 across 3 Utilities - Regulated Water names. WTRG ranks #1 (86.3% of the industry book) .
All Filings in WTRG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,375,190 | 2,463,461 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $99,927,910 | 2,481,448 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $98,151,348 | 2,558,690 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $104,736,901 | 2,624,985 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $94,516,954 | 2,544,883 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $97,908,338 | 2,476,811 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $77,249,261 | 2,126,907 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $75,701,030 | 1,962,692 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $33,722,876 | 903,372 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $7,432,674 | 200,612 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $7,401,723 | 198,172 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $5,578,384 | 162,493 | Shares | Defined | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||