Tradewinds Capital Management, LLC
Position in WTRG — Essential Utilities, Inc.
CIK 1616026
BELLINGHAM, WA
Position in WTRG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,064
-$117 QoQ
Shares Held
80
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
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, 2026Tradewinds Capital Management, LLC holds $3,064 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
|
80 | $3,064 |
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,064 | 80 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,181 | 79 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,992 | 78 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,112 | 78 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,859 | 77 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $530,018 | 13,408 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $486,978 | 13,408 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $517,107 | 13,407 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $500,445 | 13,406 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $25,897 | 699 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,726 | 73 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,471 | 72 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,873 | 72 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,099 | 71 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $3,388 | 71 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,896 | 70 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,209 | 70 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $93,414 | 1,827 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $97,501 | 1,816 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $83,220 | 1,806 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $82,122 | 1,797 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,043 | 68 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,215 | 68 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,696 | 67 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,830 | 67 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,726 | 67 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||