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Caldwell Sutter Capital’s Essential Utilities WTRG Stock Holding History

Caldwell Sutter Capital’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
2026
Q2 		$4.41K Buy
115
+30
+35% +$1.15K ﹤0.01% 703
2026
Q1 		$3.42K Hold
85
– – ﹤0.01% 696
2025
Q4 		$3.26K Hold
85
– – ﹤0.01% 687
2025
Q3 		$3.39K Hold
85
– – ﹤0.01% 681
2025
Q2 		$3.16K Hold
85
– – ﹤0.01% 664
2025
Q1 		$3.36K Buy
+85
New +$3.12K ﹤0.01% 675
2023
Q3 		– Sell
-50
Closed -$2K – 897
2023
Q2 		$2K Buy
+50
New +$2.1K ﹤0.01% 744

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Caldwell Sutter Capital's WTRG Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Essential Utilities (WTRG) stake by 35% in Q2 2026, buying an estimated $1.15K and bringing the position to 115 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Caldwell Sutter Capital first reported a position in WTRG in Q2 2023 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Caldwell Sutter Capital held 115 shares of Essential Utilities worth $4.41K as of Q2 2026.
  • Caldwell Sutter Capital bought 30 Essential Utilities shares in Q2 2026, an estimated $1.15K.
  • Essential Utilities made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #703 holding.
  • Caldwell Sutter Capital first reported a position in Essential Utilities in Q2 2023 and has held it in 7 quarters since.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.