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WTRG icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$450K Buy
+11,744
New +$448K 0.01% 612
2025
Q4 		– Sell
-265,394
Closed -$10.6M – 993
2025
Q3 		$10.6M Buy
265,394
+133,071
+101% +$5.07M 0.44% 45
2025
Q2 		$4.91M Buy
132,323
+23,265
+21% +$906K 0.21% 120
2025
Q1 		$4.31M Buy
+109,058
New +$4.01M 0.19% 136

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

SummitTX Capital's WTRG Position: Q2 2026 in Review

SummitTX Capital opened a new position in Essential Utilities (WTRG) in Q2 2026: 11,744 shares worth $450K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in WTRG as recently as Q3 2025.

SummitTX Capital first reported a position in WTRG in Q1 2025 and has held it in 4 quarters since. The position peaked at $10.6M in Q3 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • SummitTX Capital held 11,744 shares of Essential Utilities worth $450K as of Q2 2026.
  • Essential Utilities was a new SummitTX Capital position in Q2 2026.
  • Essential Utilities made up 0.01% of SummitTX Capital's portfolio in Q2 2026, its #612 holding.
  • SummitTX Capital first reported a position in Essential Utilities in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Essential Utilities position peaked at $10.6M in Q3 2025.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.