Loudon Investment Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1597089
MERIDEN, NH
Position in WTRG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$592,387
-$30,308 QoQ
Shares Held
15,463
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#345
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, 2026Loudon Investment Management, LLC holds $1,153,294 across 2 Utilities - Regulated Water names. WTRG ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
15,463 | $592,387 | |
| 2 | HTO |
H2o America
|
9,230 | $560,907 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,387 | 15,463 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $622,695 | 15,463 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $593,160 | 15,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $616,973 | 15,463 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $574,295 | 15,463 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $611,252 | 15,463 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $561,616 | 15,463 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $596,407 | 15,463 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $577,233 | 15,463 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $572,904 | 15,463 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $577,543 | 15,463 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $530,844 | 15,463 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $617,128 | 15,463 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $674,959 | 15,463 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $738,048 | 15,463 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $639,858 | 15,463 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $800,678 | 17,463 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $892,883 | 17,463 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $937,588 | 17,463 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $804,695 | 17,463 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $824,976 | 18,052 | Shares | Sole | 2021-07-02 | |
| 2021-03-31 | $807,827 | 18,052 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $853,679 | 18,052 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $726,593 | 18,052 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $762,516 | 18,052 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $734,716 | 18,052 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||