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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Summit Financial's WTRG Position: Q1 2026 in Review

Summit Financial increased its Essential Utilities (WTRG) stake by 0.05% in Q1 2026, buying an estimated $433 and bringing the position to 20,027 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #849.

Summit Financial first reported a position in WTRG in Q3 2025 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Summit Financial held 20,027 shares of Essential Utilities worth $806K as of Q1 2026.
  • Summit Financial bought 11 Essential Utilities shares in Q1 2026, an estimated $433.
  • Essential Utilities made up 0.01% of Summit Financial's portfolio in Q1 2026, its #849 holding.
  • Summit Financial first reported a position in Essential Utilities in Q3 2025 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.