Position in WTRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$651,270
+$6,950 QoQ
Shares Held
17,000
+6.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#335
of 691 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $40,998,961 across 2 Utilities - Regulated Water names. WTRG ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
306,640 | $40,347,691 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
17,000 | $651,270 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,270 | 17,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $644,320 | 16,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $613,760 | 16,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $598,500 | 15,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $557,100 | 15,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $592,950 | 15,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $472,160 | 13,000 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||