Position in WTRG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$347,280
-$129,073 QoQ
Shares Held
9,065
-23.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#408
of 691 holders
Holding Since
Mar 2020
26 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, 2026HBK Sorce Advisory LLC holds $347,280 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
9,065 | $347,280 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,280 | 9,065 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $476,353 | 11,829 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $330,049 | 8,604 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $330,850 | 8,292 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $302,802 | 8,153 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $319,837 | 8,091 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $288,562 | 7,945 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $290,663 | 7,536 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $297,968 | 7,982 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $298,771 | 8,064 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $326,177 | 8,733 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $284,424 | 8,285 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $309,063 | 7,744 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $342,346 | 7,843 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $758,238 | 15,886 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $321,108 | 7,760 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $373,677 | 8,150 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $412,977 | 8,077 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $436,016 | 8,121 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $372,418 | 8,082 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $382,691 | 8,374 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $378,719 | 8,463 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $407,072 | 8,608 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $377,786 | 9,386 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $417,880 | 9,893 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $383,394 | 9,420 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||