Cedar Mountain Advisors’s Essential Utilities WTRG Stock Holding History

Cedar Mountain Advisors’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 Q3	$6.9K	Buy	176 +2	+1%	+$80	﹤0.01%	564
2026 Q2	$6.68K	Buy	174 +1	+0.6%	+$38	﹤0.01%	610
2026 Q1	$6.96K	Buy	173 +2	+1%	+$79	﹤0.01%	553
2025 Q4	$6.58K	Buy	171 +1	+0.6%	+$39	﹤0.01%	287
2025 Q3	$6.78K	Buy	170 +2	+1%	+$76	﹤0.01%	301
2025 Q2	$6.26K	Buy	168 +1	+0.6%	+$39	﹤0.01%	249
2025 Q1	$6.6K	Buy	167 +1	+0.6%	+$37	﹤0.01%	227
2024 Q4	$6.02K	Buy	166 +156	+1,560%	+$6.05K	﹤0.01%	245
2024 Q3	$380	Buy	10 +1	+11%	+$39	﹤0.01%	318
2024 Q2	$317	Buy	9 +2	+29%	+$74	﹤0.01%	320
2024 Q1	$266	Buy	7 +1	+17%	+$36	﹤0.01%	329
2023 Q4	$216	Buy	6 +2	+50%	+$70	﹤0.01%	309
2023 Q3	$152	Buy	4 +1	+33%	+$39	﹤0.01%	301
2023 Q2	$123	Buy	3 +1	+50%	+$42	﹤0.01%	289
2023 Q1	$86	Buy	2 +1	+100%	+$45	﹤0.01%	287
2022 Q4	$44	Buy	+1	New	+$45	﹤0.01%	302

Other funds holding WTRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Cedar Mountain Advisors's WTRG Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Essential Utilities (WTRG) stake by 1.1% in Q3 2026, buying an estimated $80 and bringing the position to 176 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Cedar Mountain Advisors first reported a position in WTRG in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.96K in Q1 2026. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Cedar Mountain Advisors held 176 shares of Essential Utilities worth $6.9K as of Q3 2026.
Cedar Mountain Advisors bought 2 Essential Utilities shares in Q3 2026, an estimated $80.
Essential Utilities made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #564 holding.
Cedar Mountain Advisors first reported a position in Essential Utilities in Q4 2022 and has held it in 16 quarters since.
Cedar Mountain Advisors's Essential Utilities position peaked at $6.96K in Q1 2026.
422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.