Texas Yale Capital Corp.
Position in WTRG — Essential Utilities, Inc.
CIK 1332342
ST. PETERSBURG, FL
Position in WTRG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,223,326
-$164,911 QoQ
Shares Held
84,138
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#176
of 693 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, 2026Texas Yale Capital Corp. holds $5,538,476 across 2 Utilities - Regulated Water names. WTRG ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
84,138 | $3,223,326 | |
| 2 | AWK |
American Water Works Company, Inc.
|
17,595 | $2,315,150 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,223,326 | 84,138 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,388,237 | 84,138 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,227,533 | 84,138 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,307,231 | 82,888 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,942,713 | 79,233 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,132,080 | 79,233 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,795,296 | 76,963 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,946,478 | 76,393 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,851,750 | 76,393 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,834,065 | 76,493 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,838,338 | 75,993 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,329,908 | 67,868 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,753,111 | 68,983 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,928,172 | 67,083 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,214,806 | 67,354 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,787,108 | 67,354 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,088,180 | 67,354 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,453,626 | 67,546 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,626,544 | 67,546 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,099,248 | 67,258 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,065,236 | 67,073 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,915,373 | 65,148 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,114,424 | 65,858 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,637,703 | 65,533 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,768,113 | 65,533 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,670,856 | 65,623 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||