ALPINE WOODS CAPITAL INVESTORS, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1226886
PURCHASE, NY
Position in WTRG
as of Mar 31, 2026
· filed May 27, 2026
Position Value
$566,880
-$2,614,429 QoQ
Shares Held
14,077
-83.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
All Filings in WTRG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $566,880 | 14,077 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $3,181,309 | 82,933 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,024,978 | 75,814 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,511,741 | 67,629 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,504,976 | 63,369 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,255,762 | 62,108 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,439,286 | 89,170 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,557,250 | 95,292 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,200,971 | 86,396 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,430,709 | 91,853 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||