Position in WTRG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,034,982
-$56,697 QoQ
Shares Held
27,016
-0.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#279
of 693 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Lee Financial Co holds $1,034,982 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
|
27,016 | $1,034,982 |
All Filings in WTRG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,982 | 27,016 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $1,091,679 | 27,109 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,044,196 | 27,221 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,217,108 | 30,504 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $990,374 | 26,666 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $954,885 | 24,156 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $986,305 | 27,156 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,064,184 | 27,591 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $745,703 | 19,976 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $703,616 | 18,991 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||