Position in WTRG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$238,441
-$13,286 QoQ
Shares Held
6,224
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#466
of 693 holders
Holding Since
Mar 2020
26 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, 2026Sigma Planning Corp holds $912,525 across 2 Utilities - Regulated Water names. WTRG ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
5,123 | $674,084 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
6,224 | $238,441 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,441 | 6,224 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $251,727 | 6,251 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $227,704 | 5,936 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $247,579 | 6,205 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $241,632 | 6,506 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $257,261 | 6,508 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $234,990 | 6,470 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $314,345 | 8,150 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $302,074 | 8,092 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $233,155 | 6,293 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $203,258 | 5,442 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $301,314 | 8,777 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $340,472 | 8,531 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $430,389 | 9,860 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $554,527 | 11,618 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $465,525 | 11,250 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $412,283 | 8,992 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $450,659 | 8,814 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $582,321 | 10,846 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $520,104 | 11,287 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $527,012 | 11,532 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $557,450 | 12,457 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,506,139 | 31,849 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,327,726 | 32,987 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,598,572 | 37,845 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,340,210 | 32,929 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||