Position in WTRG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$305,215
+$492 QoQ
Shares Held
7,967
+5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#430
of 691 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $3,222,419 across 3 Utilities - Regulated Water names. WTRG ranks #2 (9.5% of the industry book) .
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,215 | 7,967 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $304,723 | 7,567 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $290,270 | 7,567 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $234,811 | 5,885 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $218,568 | 5,885 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $66,608 | 1,685 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $61,199 | 1,685 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $64,990 | 1,685 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $51,702 | 1,385 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $126,673 | 3,419 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $127,699 | 3,419 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $117,374 | 3,419 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $136,452 | 3,419 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $149,239 | 3,419 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $163,188 | 3,419 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $141,478 | 3,419 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $156,761 | 3,419 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $174,813 | 3,419 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $183,566 | 3,419 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $157,547 | 3,419 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $162,218 | 3,625 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $171,426 | 3,625 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $145,906 | 3,625 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $153,120 | 3,625 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $147,537 | 3,625 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||