Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,627,025
-$91,537 QoQ
Shares Held
42,470
-0.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#234
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $1,627,025 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
42,470 | $1,627,025 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,627,025 | 42,470 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,718,562 | 42,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,828,851 | 47,676 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,902,272 | 47,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,770,686 | 47,676 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,957,407 | 49,517 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,805,503 | 49,711 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,932,472 | 50,103 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,879,266 | 50,342 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,621,991 | 70,769 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,008,457 | 160,869 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,848,048 | 141,219 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,661,353 | 141,853 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $517,383 | 11,853 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $565,743 | 11,853 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $490,477 | 11,853 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $543,460 | 11,853 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $606,043 | 11,853 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $636,387 | 11,853 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $579,502 | 12,576 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $574,723 | 12,576 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $562,776 | 12,576 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $594,719 | 12,576 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $506,184 | 12,576 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $531,210 | 12,576 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $547,089 | 13,442 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||