Position in WTRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,028,802
+$554,973 QoQ
Shares Held
50,380
+31.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026CWM, LLC holds $8,554,656 across 12 Utilities - Regulated Water names. WTRG ranks #3 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
17,734 | $2,413,420 | |
| 2 | AWR |
American States Water Co
|
28,323 | $2,141,785 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
50,380 | $2,028,802 | |
| 4 | HTO |
H2o America
|
9,043 | $530,552 | |
| 5 | CWT |
California Water Service Group
|
10,873 | $492,981 | |
| 6 | YORW |
York Water Co
|
8,588 | $261,504 | |
| 7 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
27,145 | $165,638 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
4,692 | $155,399 |
All Filings in WTRG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,028,802 | 50,380 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,473,829 | 38,421 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,602,064 | 40,152 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $582,615 | 15,687 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $464,358 | 11,747 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $498,019 | 13,712 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $462,647 | 11,995 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $395,623 | 10,598 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $392,878 | 10,604 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $372,155 | 9,964 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $132,376 | 3,856 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $116,656 | 2,923 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $270,979 | 6,208 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $255,498 | 5,353 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $156,126 | 3,773 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $163,134 | 3,558 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $40,137 | 785 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $64,696 | 1,205 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $15,172 | 332 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $14,857 | 332 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $15,700 | 332 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $13,363 | 332 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $14,023 | 332 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $13,512 | 332 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||