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Cromwell Holdings’s Essential Utilities WTRG Stock Holding History

Cromwell Holdings’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 		$2.99K Buy
78
+24
+44% +$916 ﹤0.01% 763
2026
Q1 		$2.17K Buy
54
+17
+46% +$669 ﹤0.01% 700
2025
Q4 		$1.42K Hold
37
– – ﹤0.01% 753
2025
Q3 		$1.48K Hold
37
– – ﹤0.01% 754
2025
Q2 		$1.37K Buy
37
+19
+106% +$740 ﹤0.01% 747
2025
Q1 		$712 Buy
+18
New +$661 ﹤0.01% 705

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 $416B AUM 44.19% 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

Cromwell Holdings's WTRG Position: Q2 2026 in Review

Cromwell Holdings increased its Essential Utilities (WTRG) stake by 44% in Q2 2026, buying an estimated $916 and bringing the position to 78 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Cromwell Holdings first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Cromwell Holdings held 78 shares of Essential Utilities worth $2.99K as of Q2 2026.
  • Cromwell Holdings bought 24 Essential Utilities shares in Q2 2026, an estimated $916.
  • Essential Utilities made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #763 holding.
  • Cromwell Holdings first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.