Vermillion Wealth Management’s Essential Utilities WTRG Stock Holding History

Vermillion Wealth Management’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	–	Sell	-19	Closed	-$765	–	2485
2026 Q1	$765	Buy	+19	New	+$748	﹤0.01%	896

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Vermillion Wealth Management's WTRG Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 19 shares — an estimated $765 sold.

Vermillion Wealth Management first reported a position in WTRG in Q1 2026 and held it in 1 quarter. The position peaked at $765 in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Vermillion Wealth Management reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
Vermillion Wealth Management sold 19 Essential Utilities shares in Q2 2026, an estimated $765.
Vermillion Wealth Management first reported a position in Essential Utilities in Q1 2026 and held it in 1 quarter.
Vermillion Wealth Management's Essential Utilities position peaked at $765 in Q1 2026.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.