Position in WTRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,576,830
-$27,208 QoQ
Shares Held
171,674
+4.7% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#120
of 691 holders
Holding Since
Mar 2020
16 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, 2026NewSquare Capital LLC holds $6,576,830 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
171,674 | $6,576,830 |
All Filings in WTRG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,576,830 | 171,674 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,604,038 | 163,994 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $12,033 | 324 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,542 | 292 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $399 | 11 | Shares | Sole | 2025-02-06 | |
| 2023-09-30 | $3,422,838 | 99,704 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,979,186 | 99,704 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,352,079 | 99,704 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,758,871 | 99,704 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,125,751 | 99,704 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,571,428 | 99,704 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $5,097,865 | 99,704 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $419,318 | 7,810 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $359,884 | 7,810 | Shares | Sole | 2021-11-08 | |
| 2020-06-30 | $37,002 | 876 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,549,687 | 185,496 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||