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Summit Financial’s Essential Utilities WTRG Stock Holding History

Summit Financial’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 		$778K Buy
20,297
+270
+1% +$10.3K 0.01% 929
2026
Q1 		$806K Buy
20,027
+11
+0.1% +$433 0.01% 849
2025
Q4 		$768K Buy
20,016
+40
+0.2% +$1.57K 0.01% 747
2025
Q3 		$797K Buy
+19,976
New +$761K 0.01% 719

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

Summit Financial's WTRG Position: Q2 2026 in Review

Summit Financial increased its Essential Utilities (WTRG) stake by 1.3% in Q2 2026, buying an estimated $10.3K and bringing the position to 20,297 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #929.

Summit Financial first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. The position peaked at $806K in Q1 2026. 701 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Summit Financial held 20,297 shares of Essential Utilities worth $778K as of Q2 2026.
  • Summit Financial bought 270 Essential Utilities shares in Q2 2026, an estimated $10.3K.
  • Essential Utilities made up 0.01% of Summit Financial's portfolio in Q2 2026, its #929 holding.
  • Summit Financial first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Essential Utilities position peaked at $806K in Q1 2026.
  • 701 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.