Position in WTRG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$15,553
-$393 QoQ
Shares Held
406
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#590
of 691 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, 2026JFS WEALTH ADVISORS, LLC holds $44,287 across 9 Utilities - Regulated Water names. WTRG ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
406 | $15,553 | |
| 2 | AWK |
American Water Works Company, Inc.
|
82 | $10,789 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
1,310 | $7,571 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
136 | $4,012 | |
| 5 | CWT |
California Water Service Group
|
46 | $2,237 | |
| 6 | AWR |
American States Water Co
|
26 | $2,148 | |
| 7 | HTO |
H2o America
|
24 | $1,458 | |
| 8 | MSEX |
Middlesex Water Co
|
6 | $336 |
All Filings in WTRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,553 | 406 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $15,946 | 396 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,070 | 445 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,600 | 391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,004 | 404 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $18,658 | 472 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,235 | 447 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $17,163 | 445 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $15,790 | 423 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $15,042 | 406 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,558 | 363 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,255 | 357 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $17,480 | 438 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $18,114 | 415 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $22,385 | 469 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,158 | 463 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,973 | 392 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $21,985 | 430 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $19,811 | 369 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $14,745 | 320 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $14,624 | 320 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $14,320 | 320 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $15,132 | 320 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $12,880 | 320 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $13,516 | 320 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $13,024 | 320 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||