Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$304,564
-$31,005 QoQ
Shares Held
7,950
-4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 691 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, 2026SIGNATUREFD, LLC holds $1,556,271 across 9 Utilities - Regulated Water names. WTRG ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
6,192 | $814,743 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
7,950 | $304,564 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,020 | $300,675 | |
| 4 | AWR |
American States Water Co
|
576 | $47,594 | |
| 5 | YORW |
York Water Co
|
801 | $24,550 | |
| 6 | CWT |
California Water Service Group
|
491 | $23,887 | |
| 7 | HTO |
H2o America
|
292 | $17,744 | |
| 8 | MSEX |
Middlesex Water Co
|
203 | $11,400 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,564 | 7,950 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $335,569 | 8,333 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $345,086 | 8,996 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $344,376 | 8,631 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $292,031 | 7,863 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $301,455 | 7,626 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $320,088 | 8,813 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $351,912 | 9,124 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $334,215 | 8,953 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $349,270 | 9,427 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $360,054 | 9,640 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $239,177 | 6,967 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $102,249 | 2,562 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $87,169 | 1,997 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $118,036 | 2,473 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $55,242 | 1,335 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $60,063 | 1,310 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $129,665 | 2,536 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $99,326 | 1,850 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $88,012 | 1,910 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $75,542 | 1,653 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $58,756 | 1,313 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $46,391 | 981 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,472 | 608 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $31,342 | 742 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $23,280 | 572 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||