Position in GWRS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,474
+$809 QoQ
Shares Held
618
+28.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 108 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWRS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $601,298 across 11 Utilities - Regulated Water names. GWRS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
5,583 | $213,884 | |
| 2 | AWK |
American Water Works Company, Inc.
|
855 | $112,500 | |
| 3 | AWR |
American States Water Co
|
1,179 | $97,420 | |
| 4 | HTO |
H2o America
|
1,436 | $87,265 | |
| 5 | CWT |
California Water Service Group
|
1,213 | $59,012 | |
| 6 | YORW |
York Water Co
|
376 | $11,524 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
244 | $7,198 | |
| 8 | MSEX |
Middlesex Water Co
|
110 | $6,177 |
All Filings in GWRS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,474 | 618 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,665 | 483 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $101 | 12 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $144 | 14 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $142 | 14 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $11 | 1 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||