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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Cedar Mountain Advisors's WTRG Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Essential Utilities (WTRG) stake by 0.58% in Q2 2026, buying an estimated $38 and bringing the position to 174 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Cedar Mountain Advisors first reported a position in WTRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.96K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Cedar Mountain Advisors held 174 shares of Essential Utilities worth $6.68K as of Q2 2026.
Cedar Mountain Advisors bought 1 Essential Utilities share in Q2 2026, an estimated $38.
Essential Utilities made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #610 holding.
Cedar Mountain Advisors first reported a position in Essential Utilities in Q4 2022 and has held it in 15 quarters since.
Cedar Mountain Advisors's Essential Utilities position peaked at $6.96K in Q1 2026.
699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.