Position in WTRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,551,906
+$1,881,127 QoQ
Shares Held
405,949
+19.6% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026LPL Financial LLC holds $91,075,028 across 10 Utilities - Regulated Water names. WTRG ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
466,253 | $61,349,569 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
405,949 | $15,551,906 | |
| 3 | AWR |
American States Water Co
|
56,489 | $4,667,686 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
430,538 | $2,488,509 | |
| 5 | ARTNA |
Artesian Resources Corp
|
44,462 | $1,511,263 | |
| 6 | YORW |
York Water Co
|
45,144 | $1,383,663 | |
| 7 | MSEX |
Middlesex Water Co
|
22,605 | $1,269,496 | |
| 8 | CWT |
California Water Service Group
|
23,265 | $1,131,842 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,551,906 | 405,949 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,670,779 | 339,478 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,123,071 | 342,103 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,796,821 | 345,785 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,529,190 | 283,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,673,525 | 295,308 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,477,194 | 288,469 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,704,254 | 277,528 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,433,660 | 279,498 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,050,405 | 271,266 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,680,148 | 259,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,096,421 | 235,841 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,240,177 | 206,469 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $9,573,841 | 219,332 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,687,706 | 98,213 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,966,562 | 95,857 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,272,532 | 93,185 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,740,671 | 92,718 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,049,651 | 94,052 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,855,421 | 83,668 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,511,725 | 76,843 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,180,024 | 71,062 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,163,180 | 66,889 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,498,881 | 62,084 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,607,982 | 61,742 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,683,351 | 65,930 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||