Westside Investment Management, Inc.
Position in WTRG — Essential Utilities, Inc.
CIK 1538383
SANTA MONICA, CA
Position in WTRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,392
-$890 QoQ
Shares Held
454
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 693 holders
Holding Since
Sep 2022
8 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, 2026Westside Investment Management, Inc. holds $183,986 across 6 Utilities - Regulated Water names. WTRG ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,000 | $131,580 | |
| 2 | UUGRY |
United Utilities Group plc
|
652 | $22,611 | |
| 3 | WTRG |
Essential Utilities, Inc.
This page
|
454 | $17,392 | |
| 4 | YORW |
York Water Co
|
288 | $8,827 | |
| 5 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
400 | $2,312 | |
| 6 | CWT |
California Water Service Group
|
26 | $1,264 |
All Filings in WTRG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,392 | 454 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $18,282 | 454 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $17,415 | 454 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,114 | 454 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,430 | 227 | Shares | Sole | 2025-08-05 | |
| 2023-03-31 | $6,809 | 156 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,445 | 156 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,455 | 156 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||