Position in WTRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$207,525
-$10,577 QoQ
Shares Held
5,417
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#488
of 693 holders
Holding Since
Dec 2020
23 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, 2026Modera Wealth Management, LLC holds $446,738 across 2 Utilities - Regulated Water names. WTRG ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
|
2,895 | $239,213 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
5,417 | $207,525 |
All Filings in WTRG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,525 | 5,417 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $218,102 | 5,416 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $216,312 | 5,639 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $238,841 | 5,986 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $458,344 | 12,341 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $507,644 | 12,842 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $476,554 | 13,121 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,099,206 | 28,499 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,064,427 | 28,514 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,204,236 | 32,503 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,215,070 | 32,532 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,115,450 | 32,492 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,287,656 | 32,264 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,399,637 | 32,065 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,532,419 | 32,106 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,422,106 | 34,367 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,671,232 | 36,450 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,884,958 | 36,866 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,107,815 | 39,259 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,602,662 | 34,780 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,543,746 | 33,780 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,511,655 | 33,780 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,646,732 | 34,822 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||