Position in WTRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$299,392
-$76,729 QoQ
Shares Held
7,815
-16.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#435
of 693 holders
Holding Since
Jun 2023
13 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, 2026Mendel Money Management holds $299,392 across 1 Utilities - Regulated Water name. WTRG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
This page
|
7,815 | $299,392 |
All Filings in WTRG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,392 | 7,815 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $376,121 | 9,340 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $358,282 | 9,340 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $376,656 | 9,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $348,744 | 9,390 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $367,233 | 9,290 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $329,785 | 9,080 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $348,672 | 9,040 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $337,089 | 9,030 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $330,856 | 8,930 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $326,625 | 8,745 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $282,535 | 8,230 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $228,684 | 5,730 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||