Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$222,274
+$8,763 QoQ
Shares Held
5,802
+9.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#476
of 691 holders
Holding Since
Dec 2025
3 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, 2026BENJAMIN EDWARDS INC holds $35,636,370 across 3 Utilities - Regulated Water names. WTRG ranks #2 (0.6% of the industry book) .
All Filings in WTRG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,274 | 5,802 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $213,511 | 5,302 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $203,384 | 5,302 | Shares | Defined | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||