SouthState Corp’s Essential Utilities WTRG Stock Holding History

SouthState Corp’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	$26.8K	Buy	700 +14	+2%	+$535	﹤0.01%	574
2026 Q1	$27.6K	Hold	686	–	–	﹤0.01%	525
2025 Q4	$26.3K	Sell	686 -15	-2%	-$590	﹤0.01%	545
2025 Q3	$28K	Hold	701	–	–	﹤0.01%	527
2025 Q2	$26K	Buy	701 +626	+835%	+$24.4K	﹤0.01%	603
2025 Q1	$2.96K	Buy	+75	New	+$2.75K	﹤0.01%	1095
2024 Q1	–	Sell	-201	Closed	-$7.51K	–	751
2023 Q4	$7.51K	Hold	201	–	–	﹤0.01%	481
2023 Q3	$6.9K	Hold	201	–	–	﹤0.01%	503
2023 Q2	$8.02K	Hold	201	–	–	﹤0.01%	487
2023 Q1	$8.77K	Hold	201	–	–	﹤0.01%	521
2022 Q4	$9.59K	Hold	201	–	–	﹤0.01%	560
2022 Q3	$8K	Hold	201	–	–	﹤0.01%	567
2022 Q2	$9K	Hold	201	–	–	﹤0.01%	593
2022 Q1	$10K	Sell	201 -414	-67%	-$20K	﹤0.01%	600
2021 Q4	$33K	Hold	615	–	–	﹤0.01%	447
2021 Q3	$28K	Sell	615 -635	-51%	-$30.8K	﹤0.01%	413
2021 Q2	$57K	Hold	1,250	–	–	﹤0.01%	287
2021 Q1	$56K	Hold	1,250	–	–	0.01%	282
2020 Q4	$59K	Hold	1,250	–	–	0.01%	273
2020 Q3	$50K	Buy	+1,250	New	+$53.7K	0.01%	270

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

SouthState Corp's WTRG Position: Q2 2026 in Review

SouthState Corp increased its Essential Utilities (WTRG) stake by 2% in Q2 2026, buying an estimated $535 and bringing the position to 700 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

SouthState Corp first reported a position in WTRG in Q3 2020 and has held it in 20 quarters since. The position peaked at $59K in Q4 2020. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

SouthState Corp held 700 shares of Essential Utilities worth $26.8K as of Q2 2026.
SouthState Corp bought 14 Essential Utilities shares in Q2 2026, an estimated $535.
Essential Utilities made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #574 holding.
SouthState Corp first reported a position in Essential Utilities in Q3 2020 and has held it in 20 quarters since.
SouthState Corp's Essential Utilities position peaked at $59K in Q4 2020.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.