Position in WTRG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,722,455
+$10,095 QoQ
Shares Held
44,961
+5.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 691 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Tidal Investments LLC holds $7,473,122 across 7 Utilities - Regulated Water names. WTRG ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
14,514 | $1,909,751 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
44,961 | $1,722,455 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
216,205 | $1,249,664 | |
| 4 | AWR |
American States Water Co
|
9,508 | $785,645 | |
| 5 | HTO |
H2o America
|
12,006 | $729,604 | |
| 6 | MSEX |
Middlesex Water Co
|
10,515 | $590,522 | |
| 7 | CWCO |
Consolidated Water Co. Ltd.
|
16,457 | $485,481 |
All Filings in WTRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,722,455 | 44,961 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,712,360 | 42,522 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,512,880 | 39,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $651,806 | 16,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $607,647 | 16,361 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $525,111 | 12,690 | Shares | Defined | 2022-11-23 | |
| 2022-06-30 | $155,476 | 3,391 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $243,072 | 4,754 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $218,786 | 4,075 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||