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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
Q2 		$768K Buy
20,040
+1,243
+7% +$47.5K 0.01% 1084
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 $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 Trail Advisors's WTRG Position: Q2 2026 in Review

Summit Trail Advisors increased its Essential Utilities (WTRG) stake by 6.6% in Q2 2026, buying an estimated $47.5K and bringing the position to 20,040 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #1084.

Summit Trail Advisors first reported a position in WTRG in Q4 2017 and has held it in 6 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Summit Trail Advisors held 20,040 shares of Essential Utilities worth $768K as of Q2 2026.
  • Summit Trail Advisors bought 1,243 Essential Utilities shares in Q2 2026, an estimated $47.5K.
  • Essential Utilities made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1084 holding.
  • Summit Trail Advisors first reported a position in Essential Utilities in Q4 2017 and has held it in 6 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.