Position in WTRG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,426,089
-$689,978 QoQ
Shares Held
37,225
-29.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 693 holders
Holding Since
Mar 2020
26 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, 2026Private Advisor Group, LLC holds $5,100,113 across 4 Utilities - Regulated Water names. WTRG ranks #2 (28.0% of the industry book) .
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,426,089 | 37,225 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,116,067 | 52,547 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,519,369 | 65,677 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,990,345 | 74,946 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,851,497 | 76,777 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,822,481 | 71,401 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,108,846 | 85,596 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,976,991 | 103,111 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $3,927,937 | 105,222 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,033,040 | 108,854 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,145,625 | 110,994 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,934,218 | 114,600 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,911,683 | 123,069 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,511,467 | 126,265 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,817,093 | 121,875 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $5,479,746 | 132,425 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,211,299 | 135,470 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,149,610 | 139,832 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,624,970 | 123,393 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,658,283 | 144,494 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $5,169,949 | 113,128 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,614,530 | 103,118 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,631,346 | 97,935 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $3,752,185 | 93,222 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,968,870 | 93,960 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,479,728 | 60,927 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||