Position in WTRG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$444,664
-$15,219 QoQ
Shares Held
11,607
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#375
of 691 holders
Holding Since
Mar 2025
6 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, 2026WealthTrust Axiom LLC holds $444,664 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
|
11,607 | $444,664 |
All Filings in WTRG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,664 | 11,607 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $459,883 | 11,420 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $438,071 | 11,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $455,658 | 11,420 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $447,462 | 12,048 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $476,257 | 12,048 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||