Westside Investment Management, Inc.
Position in UUGRY — United Utilities Group plc
CIK 1538383
SANTA MONICA, CA
Position in UUGRY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$22,611
-$222 QoQ
Shares Held
652
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 5 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UUGRY Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Westside Investment Management, Inc. holds $183,986 across 6 Utilities - Regulated Water names. UUGRY ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,000 | $131,580 | |
| 2 | UUGRY |
United Utilities Group plc
This page
|
652 | $22,611 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
454 | $17,392 | |
| 4 | YORW |
York Water Co
|
288 | $8,827 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
400 | $2,312 | |
| 6 | CWT |
California Water Service Group
|
26 | $1,264 |
All Filings in UUGRY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,611 | 652 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $22,833 | 652 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $20,981 | 652 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $20,225 | 652 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,269 | 326 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||