Chicago Partners Investment Group LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1563525
CHICAGO, IL
Position in WTRG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$227,485
+$6,157 QoQ
Shares Held
5,649
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $428,200 across 2 Utilities - Regulated Water names.
All Filings in WTRG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,485 | 5,649 | Shares | Sole | 2026-05-04 | |
| 2025-03-31 | $221,328 | 5,599 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $289,120 | 7,496 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||