Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,316,665
+$12,063,881 QoQ
Shares Held
321,500
+4650.3% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#80
of 693 holders
Holding Since
Jun 2023
4 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, 2026ALGERT GLOBAL LLC holds $14,536,933 across 2 Utilities - Regulated Water names. WTRG ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
321,500 | $12,316,665 | |
| 2 | AWR |
American States Water Co
|
26,870 | $2,220,268 |
All Filings in WTRG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,316,665 | 321,500 | Shares | Sole | 2026-08-13 | |
| 2023-12-31 | $252,784 | 6,768 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $340,484 | 9,918 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $341,030 | 8,545 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||