Position in WTRG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$950,586
-$48,633 QoQ
Shares Held
24,813
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#292
of 691 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, 2026Rodgers Brothers Inc. holds $3,735,618 across 4 Utilities - Regulated Water names. WTRG ranks #3 (25.4% of the industry book) .
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950,586 | 24,813 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $999,219 | 24,813 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,003,612 | 26,163 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,043,903 | 26,163 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $971,693 | 26,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,755,754 | 69,713 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,611,880 | 71,913 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,061,103 | 53,438 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,994,840 | 53,438 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,900,220 | 51,288 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,920,462 | 51,418 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,535,888 | 73,868 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,838,319 | 71,118 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,054,933 | 24,168 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $992,211 | 20,788 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $955,381 | 23,088 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,067,754 | 23,288 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,190,715 | 23,288 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,310,733 | 24,413 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,228,631 | 26,663 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,275,624 | 27,913 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,260,294 | 28,163 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,237,248 | 26,163 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,073,185 | 26,663 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,126,245 | 26,663 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,100,446 | 27,038 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||