Position in WTRG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,914,583
-$454,313 QoQ
Shares Held
232,696
+0.0% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#105
of 693 holders
Holding Since
Mar 2020
25 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, 2026AdvisorNet Financial, Inc holds $9,202,811 across 8 Utilities - Regulated Water names. WTRG ranks #1 (96.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
232,696 | $8,914,583 | |
| 2 | AWK |
American Water Works Company, Inc.
|
877 | $115,395 | |
| 3 | AWR |
American States Water Co
|
734 | $60,650 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
2,000 | $59,000 | |
| 5 | YORW |
York Water Co
|
600 | $18,390 | |
| 6 | HTO |
H2o America
|
285 | $17,319 | |
| 7 | CWT |
California Water Service Group
|
202 | $9,827 | |
| 8 | ARTNA |
Artesian Resources Corp
|
225 | $7,647 |
All Filings in WTRG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,914,583 | 232,696 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,368,896 | 232,652 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,936,460 | 232,963 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,039,914 | 101,251 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,771,047 | 101,536 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,012,215 | 101,498 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $3,654,954 | 100,632 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,991,802 | 103,495 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,861,340 | 103,438 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,880,913 | 104,748 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,909,984 | 104,685 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,578,181 | 104,229 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,007,442 | 100,412 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,388,352 | 100,535 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,836,194 | 101,324 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,153,972 | 100,386 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $4,593,528 | 100,186 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $5,122,101 | 100,178 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,378,556 | 100,178 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,590,940 | 56,227 | Shares | Sole | 2021-10-15 | |
| 2021-03-31 | $7,383 | 165 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,795 | 186 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,486 | 186 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,856 | 186 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $7,570 | 186 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||