Position in WTRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,401
+$4,324 QoQ
Shares Held
141
+422.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#626
of 693 holders
Holding Since
Mar 2024
7 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, 2026MATHER GROUP, LLC. holds $319,476 across 3 Utilities - Regulated Water names. WTRG ranks #3 (1.7% of the industry book) .
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,401 | 141 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,077 | 27 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $1,067 | 27 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $980 | 27 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,041 | 27 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,122 | 164 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,000 | 27 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||