Salomon & Ludwin’s Essential Utilities WTRG Stock Holding History

Salomon & Ludwin’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	–	Sell	-111	Closed	-$4.56K	–	2180
2026 Q1	$4.56K	Hold	111	–	–	﹤0.01%	1787
2025 Q4	$4.2K	Hold	111	–	–	﹤0.01%	1841
2025 Q3	$4.37K	Buy	+111	New	+$4.23K	﹤0.01%	1770

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 $413B AUM 44.57% 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

Salomon & Ludwin's WTRG Position: Q2 2026 in Review

Salomon & Ludwin sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 111 shares — an estimated $4.56K sold.

Salomon & Ludwin first reported a position in WTRG in Q3 2025 and held it in 3 quarters. The position peaked at $4.56K in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Salomon & Ludwin reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
Salomon & Ludwin sold 111 Essential Utilities shares in Q2 2026, an estimated $4.56K.
Salomon & Ludwin first reported a position in Essential Utilities in Q3 2025 and held it in 3 quarters.
Salomon & Ludwin's Essential Utilities position peaked at $4.56K in Q1 2026.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.