SSG
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Summit Securities Group’s Essential Utilities WTRG Stock Holding History

Summit Securities Group’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 		$136K Buy
+3,546
New +$135K 0.01% 332
2024
Q1 		– Sell
-1
Closed – – 948
2023
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 946
2023
Q1 		– Sell
-1
Closed – – 1352
2022
Q4 		$0 Buy
+1
New +$45 ﹤0.01% 1416
2022
Q2 		– Sell
-10
Closed -$1K – 1257
2022
Q1 		$1K Buy
+10
New +$483 ﹤0.01% 1071

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 Securities Group's WTRG Position: Q2 2026 in Review

Summit Securities Group opened a new position in Essential Utilities (WTRG) in Q2 2026: 3,546 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in WTRG as recently as Q4 2023.

Summit Securities Group first reported a position in WTRG in Q1 2022 and has held it in 4 quarters since. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Summit Securities Group held 3,546 shares of Essential Utilities worth $136K as of Q2 2026.
  • Essential Utilities was a new Summit Securities Group position in Q2 2026.
  • Essential Utilities made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #332 holding.
  • Summit Securities Group first reported a position in Essential Utilities in Q1 2022 and has held it in 4 quarters since.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.