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WTRG icon

Summit Trail Advisors’s Essential Utilities WTRG Stock Holding History

Summit Trail Advisors’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 		$757K Buy
18,797
+6,495
+53% +$256K 0.01% 1030
2025
Q4 		$472K Sell
12,302
-3,230
-21% -$127K 0.01% 1095
2025
Q3 		$620K Buy
15,532
+9,310
+150% +$355K 0.01% 1014
2025
Q2 		$231K Buy
+6,222
New +$242K ﹤0.01% 1010
2018
Q1 		– Sell
-128
Closed -$5K – 1677
2017
Q4 		$5K Buy
+128
New +$4.67K ﹤0.01% 1436

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 Trail Advisors's WTRG Position: Q1 2026 in Review

Summit Trail Advisors increased its Essential Utilities (WTRG) stake by 53% in Q1 2026, buying an estimated $256K and bringing the position to 18,797 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #1030.

Summit Trail Advisors first reported a position in WTRG in Q4 2017 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Summit Trail Advisors held 18,797 shares of Essential Utilities worth $757K as of Q1 2026.
  • Summit Trail Advisors bought 6,495 Essential Utilities shares in Q1 2026, an estimated $256K.
  • Essential Utilities made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1030 holding.
  • Summit Trail Advisors first reported a position in Essential Utilities in Q4 2017 and has held it in 5 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.