SMBT
WTRG icon

Southern Michigan Bank & Trust’s Essential Utilities WTRG Stock Holding History

Southern Michigan Bank & Trust’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 		$69K Hold
1,800
– – 0.02% 173
2026
Q1 		$72.5K Buy
+1,800
New +$70.9K 0.03% 163

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Southern Michigan Bank & Trust's WTRG Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Essential Utilities (WTRG) position steady in Q2 2026 at 1,800 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #173.

Southern Michigan Bank & Trust first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $72.5K in Q1 2026. 660 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Southern Michigan Bank & Trust held 1,800 shares of Essential Utilities worth $69K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.02% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #173 holding.
  • Southern Michigan Bank & Trust first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Essential Utilities position peaked at $72.5K in Q1 2026.
  • 660 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.