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SummitTX Capital’s Essential Utilities WTRG Stock Holding History

SummitTX Capital’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.91M Buy
132,323
+23,265
+21% +$864K 0.21% 117
2025
Q1 		$4.31M Buy
+109,058
New +$4.31M 0.19% 135