Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,564,417
+$3,616,373 QoQ
Shares Held
171,350
+134.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#122
of 693 holders
Holding Since
Mar 2020
24 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, 2026Mariner, LLC holds $26,787,619 across 9 Utilities - Regulated Water names. WTRG ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
171,350 | $6,564,417 | |
| 2 | CWT |
California Water Service Group
|
122,186 | $5,944,348 | |
| 3 | AWK |
American Water Works Company, Inc.
|
44,012 | $5,791,098 | |
| 4 | AWR |
American States Water Co
|
66,131 | $5,464,404 | |
| 5 | HTO |
H2o America
|
16,614 | $1,009,632 | |
| 6 | MSEX |
Middlesex Water Co
|
11,734 | $658,981 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
108,248 | $625,673 | |
| 8 | YORW |
York Water Co
|
16,318 | $500,146 |
All Filings in WTRG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,564,417 | 171,350 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,948,044 | 73,207 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $729,300 | 19,012 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,067,870 | 76,889 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,505,464 | 67,460 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,110,269 | 53,384 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,256,089 | 62,117 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,825,788 | 47,337 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,686,569 | 45,180 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,382,150 | 37,305 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,650,944 | 44,202 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,179,578 | 34,360 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,247,426 | 31,256 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,236,910 | 28,337 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,351,904 | 28,324 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $643,459 | 15,550 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,218,738 | 26,581 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $749,259 | 14,654 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $1,225,582 | 26,818 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,291,529 | 28,861 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $540,477 | 11,429 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $750,582 | 18,648 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,252,753 | 29,658 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,230,971 | 30,245 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||